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 | $99,265 | $81,460+21.9% | $103,333-3.9% | $80,856+22.8% |
| Participation rate | 40.6% | 66.8%-26.2pp | 74.5%-33.9pp | 67.6%-27.0pp |
| Annual return | 8.46% | 25.55%-17.1pp | 24.88%-16.4pp | 35.59%-27.1pp |
| Employer contribution / active EE | $1,039 | $3,105-66.5% | $3,868-73.1% | $2,755-62.3% |
| Participant deferral / active EE | $2,766 | $3,869-28.5% | $5,057-45.3% | $4,296-35.6% |
| Admin fee / account holder | $19,760 | $6,566+200.9% | $8,355+136.5% | $6,918+185.6% |