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 | $90,812 | $78,694+15.4% | $67,652+34.2% | $125,391-27.6% |
| Participation rate | 69.2% | 78.8%-9.6pp | 75.7%-6.4pp | 83.2%-14.0pp |
| Annual return | -4.31% | 9.46%-13.8pp | 6625.04%-6629.4pp | 282.22%-286.5pp |
| Employer contribution / active EE | $993 | $3,044-67.4% | $2,266-56.2% | $4,866-79.6% |
| Participant deferral / active EE | $3,233 | $4,292-24.7% | $3,560-9.2% | $5,352-39.6% |
| Admin fee / account holder | $1,427 | $7,403-80.7% | $4,821-70.4% | $9,540-85.0% |