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 | $90,028 | $87,870+2.5% | $113,168-20.4% | $74,304+21.2% |
| Participation rate | 43.8% | 70.7%-26.9pp | 76.6%-32.8pp | 60.3%-16.5pp |
| Annual return | 10.20% | 26.44%-16.2pp | 24.27%-14.1pp | 29.43%-19.2pp |
| Employer contribution / active EE | $1,550 | $2,277-31.9% | $2,975-47.9% | $2,241-30.9% |
| Participant deferral / active EE | $3,119 | $4,241-26.4% | $5,107-38.9% | $3,767-17.2% |
| Admin fee / account holder | $65,913 | $3,368+1857.0% | $12,068+446.2% | $2,969+2120.2% |