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 | $70,601 | $64,839+8.9% | $95,585-26.1% | $84,808-16.8% |
| Participation rate | 55.6% | 63.8%-8.3pp | 72.1%-16.5pp | 68.3%-12.8pp |
| Annual return | 10.31% | -670.96%+681.3pp | 38.56%-28.3pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,621 | $1,759-7.8% | $2,527-35.8% | $2,631-38.4% |
| Participant deferral / active EE | $4,077 | $2,965+37.5% | $4,023+1.4% | $4,212-3.2% |
| Admin fee / account holder | $14,317 | $5,964+140.0% | $6,127+133.7% | $7,344+95.0% |