See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,484 | $65,703+10.3% | $94,224-23.1% | $59,632+21.6% |
| Participation rate | 65.1% | 72.1%-7.0pp | 78.8%-13.7pp | 68.7%-3.6pp |
| Annual return | -2.62% | 5.22%-7.8pp | 10.68%-13.3pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,897 | $3,143+24.0% | $4,320-9.8% | $3,192+22.1% |
| Admin fee / account holder | $3,420 | $4,264-19.8% | $6,269-45.5% | $4,297-20.4% |