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 | $99,106 | $106,890-7.3% | $84,015+18.0% | $152,861-35.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | -16.52% | 104.99%-121.5pp | 71.31%-87.8pp | 345.32%-361.8pp |
| Employer contribution / active EE | $662 | $2,734-75.8% | $1,983-66.6% | $4,762-86.1% |
| Participant deferral / active EE | $4,135 | $4,011+3.1% | $3,239+27.7% | $5,850-29.3% |
| Admin fee / account holder | $3,868 | $8,285-53.3% | $6,101-36.6% | $11,596-66.6% |