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 | $105,471 | $82,978+27.1% | $129,995-18.9% | $71,457+47.6% |
| Participation rate | 54.4% | 74.1%-19.7pp | 78.5%-24.1pp | 67.9%-13.5pp |
| Annual return | 13.97% | 20.60%-6.6pp | -137.18%+151.1pp | 28.85%-14.9pp |
| Employer contribution / active EE | $1,392 | $2,622-46.9% | $4,320-67.8% | $2,588-46.2% |
| Participant deferral / active EE | $3,434 | $4,432-22.5% | $5,820-41.0% | $4,289-19.9% |
| Admin fee / account holder | $10,976 | $1,729+534.8% | $10,614+3.4% | $1,587+591.5% |