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 | $102,954 | $99,985+3.0% | $146,665-29.8% | $85,850+19.9% |
| Participation rate | 36.7% | 73.1%-36.4pp | 80.1%-43.4pp | 69.3%-32.6pp |
| Annual return | 3.37% | 18.93%-15.6pp | 22.74%-19.4pp | 318.53%-315.2pp |
| Employer contribution / active EE | $1,429 | $2,559-44.2% | $4,136-65.5% | $2,565-44.3% |
| Participant deferral / active EE | $2,581 | $4,006-35.6% | $5,506-53.1% | $3,952-34.7% |
| Admin fee / account holder | $35,702 | $7,702+363.5% | $10,280+247.3% | $6,260+470.3% |