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 | $80,142 | $80,724-0.7% | $103,333-22.4% | $74,495+7.6% |
| Participation rate | 33.6% | 65.7%-32.1pp | 74.5%-40.9pp | 67.2%-33.6pp |
| Annual return | 9.65% | 27.56%-17.9pp | 24.88%-15.2pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $1,391 | $3,157-55.9% | $3,868-64.0% | $2,623-47.0% |
| Participant deferral / active EE | $2,838 | $3,860-26.5% | $5,057-43.9% | $4,346-34.7% |
| Admin fee / account holder | $9,342 | $2,368+294.5% | $8,355+11.8% | $1,942+381.1% |