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 | $97,927 | $106,584-8.1% | $101,326-3.4% | $142,382-31.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 81.5%-21.5pp | 80.1%-20.1pp |
| Annual return | 7.11% | 36.93%-29.8pp | 36.82%-29.7pp | 217.08%-210.0pp |
| Employer contribution / active EE | $6,449 | $3,956+63.0% | $3,665+76.0% | $4,299+50.0% |
| Participant deferral / active EE | $4,070 | $8,297-50.9% | $7,994-49.1% | $6,507-37.5% |
| Admin fee / account holder | $82,169 | $11,446+617.9% | $11,185+634.6% | $12,624+550.9% |