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 | $140,866 | $81,446+73.0% | $103,374+36.3% | $80,874+74.2% |
| Participation rate | 44.8% | 66.9%-22.0pp | 74.5%-29.7pp | 67.6%-22.8pp |
| Annual return | -17.19% | 25.57%-42.8pp | 24.89%-42.1pp | 35.62%-52.8pp |
| Employer contribution / active EE | $1,796 | $3,107-42.2% | $3,869-53.6% | $2,756-34.8% |
| Participant deferral / active EE | $4,385 | $3,870+13.3% | $5,058-13.3% | $4,297+2.1% |
| Admin fee / account holder | $44,354 | $6,715+560.5% | $8,394+428.4% | $6,935+539.5% |