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 | $117,990 | $76,407+54.4% | $150,298-21.5% | $82,448+43.1% |
| Participation rate | 48.4% | 66.4%-18.0pp | 77.8%-29.4pp | 68.1%-19.7pp |
| Annual return | 9.09% | 39.99%-30.9pp | 62.79%-53.7pp | 41.64%-32.6pp |
| Employer contribution / active EE | $1,015 | $2,614-61.2% | $4,154-75.6% | $2,551-60.2% |
| Participant deferral / active EE | $4,148 | $3,214+29.1% | $5,453-23.9% | $4,139+0.2% |
| Admin fee / account holder | $1,149 | $6,352-81.9% | $14,116-91.9% | $7,234-84.1% |