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 | $86,410 | $71,883+20.2% | $86,677-0.3% | $68,494+26.2% |
| Participation rate | 55.9% | 72.2%-16.4pp | 76.6%-20.7pp | 67.9%-12.0pp |
| Annual return | -27.34% | 3.52%-30.9pp | 35.91%-63.2pp | -7.84%-19.5pp |
| Employer contribution / active EE | $1,176 | $2,173-45.9% | $2,836-58.5% | $2,596-54.7% |
| Participant deferral / active EE | $3,807 | $3,779+0.8% | $4,656-18.2% | $4,027-5.5% |
| Admin fee / account holder | $9,190 | $6,112+50.4% | $7,493+22.6% | $5,403+70.1% |