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 | $76,715 | $76,407+0.4% | $150,298-49.0% | $82,448-7.0% |
| Participation rate | 48.0% | 66.4%-18.4pp | 77.8%-29.8pp | 68.1%-20.1pp |
| Annual return | 8.86% | 39.99%-31.1pp | 62.79%-53.9pp | 41.64%-32.8pp |
| Employer contribution / active EE | $2,514 | $2,614-3.8% | $4,154-39.5% | $2,551-1.4% |
| Participant deferral / active EE | $3,820 | $3,214+18.8% | $5,453-29.9% | $4,139-7.7% |
| Admin fee / account holder | $37,263 | $6,352+486.6% | $14,116+164.0% | $7,234+415.1% |