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 | $80,459 | $78,422+2.6% | $95,952-16.1% | $79,858+0.8% |
| Participation rate | 55.8% | 73.5%-17.6pp | 77.1%-21.2pp | 69.6%-13.8pp |
| Annual return | 9.07% | 19.37%-10.3pp | 91.61%-82.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $802 | $1,945-58.8% | $2,541-68.5% | $2,471-67.6% |
| Participant deferral / active EE | $1,900 | $3,440-44.8% | $4,167-54.4% | $3,740-49.2% |
| Admin fee / account holder | $27,469 | $5,622+388.6% | $6,795+304.2% | $5,306+417.7% |