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 | $87,557 | $83,902+4.4% | $167,512-47.7% | $84,808+3.2% |
| Participation rate | 59.3% | 66.5%-7.2pp | 77.1%-17.8pp | 68.3%-9.0pp |
| Annual return | 12.51% | 91.55%-79.0pp | 1615.79%-1603.3pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,241 | $2,264-45.2% | $3,882-68.0% | $2,631-52.8% |
| Participant deferral / active EE | $4,340 | $4,442-2.3% | $6,405-32.2% | $4,212+3.1% |
| Admin fee / account holder | $20,273 | $7,915+156.1% | $9,769+107.5% | $7,344+176.1% |