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 | $79,306 | $78,422+1.1% | $95,952-17.3% | $79,858-0.7% |
| Participation rate | 69.2% | 73.5%-4.3pp | 77.1%-7.8pp | 69.6%-0.4pp |
| Annual return | 8.73% | 19.37%-10.6pp | 91.61%-82.9pp | 31.71%-23.0pp |
| Employer contribution / active EE | $1,709 | $1,945-12.2% | $2,541-32.8% | $2,471-30.8% |
| Participant deferral / active EE | $4,389 | $3,440+27.6% | $4,167+5.3% | $3,740+17.4% |
| Admin fee / account holder | $21,141 | $5,622+276.0% | $6,795+211.1% | $5,306+298.4% |