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 | $81,025 | $77,899+4.0% | $149,673-45.9% | $75,163+7.8% |
| Participation rate | 42.5% | 65.6%-23.1pp | 78.8%-36.3pp | 67.2%-24.7pp |
| Annual return | 11.51% | 31.72%-20.2pp | 134.42%-122.9pp | 160.62%-149.1pp |
| Employer contribution / active EE | $1,018 | $3,137-67.6% | $4,818-78.9% | $2,670-61.9% |
| Participant deferral / active EE | $1,752 | $3,411-48.6% | $5,680-69.2% | $4,125-57.5% |
| Admin fee / account holder | $19,962 | $5,956+235.1% | $13,210+51.1% | $5,651+253.2% |