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 | $103,921 | $91,538+13.5% | $129,995-20.1% | $75,163+38.3% |
| Participation rate | 65.7% | 71.4%-5.7pp | 78.5%-12.8pp | 67.2%-1.5pp |
| Annual return | 11.44% | -631.11%+642.5pp | -137.18%+148.6pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,850 | $2,845-35.0% | $4,320-57.2% | $2,670-30.7% |
| Participant deferral / active EE | $4,509 | $4,341+3.9% | $5,820-22.5% | $4,125+9.3% |
| Admin fee / account holder | $1,394 | $6,790-79.5% | $10,614-86.9% | $5,651-75.3% |