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 | $88,819 | $71,050+25.0% | $93,606-5.1% | $80,856+9.8% |
| Participation rate | 67.6% | 60.4%+7.2pp | 68.7%-1.1pp | 67.6%0pp |
| Annual return | 5.32% | 11.26%-5.9pp | 133.20%-127.9pp | 35.59%-30.3pp |
| Employer contribution / active EE | $565 | $1,564-63.9% | $2,420-76.7% | $2,755-79.5% |
| Participant deferral / active EE | $4,087 | $4,034+1.3% | $4,411-7.3% | $4,296-4.9% |
| Admin fee / account holder | $18,594 | $6,945+167.7% | $8,285+124.4% | $6,918+168.8% |