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 | $99,464 | $102,605-3.1% | $145,661-31.7% | $84,808+17.3% |
| Participation rate | 67.6% | 74.3%-6.6pp | 77.2%-9.6pp | 68.3%-0.7pp |
| Annual return | 8.97% | 26.50%-17.5pp | 101.46%-92.5pp | 40.90%-31.9pp |
| Employer contribution / active EE | $1,138 | $3,325-65.8% | $4,238-73.1% | $2,631-56.7% |
| Participant deferral / active EE | $3,052 | $5,750-46.9% | $7,198-57.6% | $4,212-27.5% |
| Admin fee / account holder | $24,439 | $8,758+179.1% | $12,466+96.0% | $7,344+232.8% |