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 | $102,656 | $86,286+19.0% | $111,297-7.8% | $85,850+19.6% |
| Participation rate | 55.9% | 73.3%-17.4pp | 77.3%-21.4pp | 69.3%-13.4pp |
| Annual return | 8.24% | 19.99%-11.7pp | 54.65%-46.4pp | 318.53%-310.3pp |
| Employer contribution / active EE | $1,371 | $2,043-32.9% | $2,731-49.8% | $2,565-46.5% |
| Participant deferral / active EE | $2,950 | $3,641-19.0% | $4,487-34.2% | $3,952-25.3% |
| Admin fee / account holder | $29,578 | $8,188+261.2% | $7,964+271.4% | $6,260+372.5% |