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 | $96,328 | $95,416+1.0% | $185,823-48.2% | $85,850+12.2% |
| Participation rate | 50.0% | 68.8%-18.8pp | 81.7%-31.7pp | 69.3%-19.3pp |
| Annual return | 10.76% | 23.59%-12.8pp | 122.05%-111.3pp | 318.53%-307.8pp |
| Employer contribution / active EE | $1,145 | $3,314-65.4% | $5,167-77.8% | $2,565-55.4% |
| Participant deferral / active EE | $2,411 | $3,423-29.6% | $5,568-56.7% | $3,952-39.0% |
| Admin fee / account holder | $10,163 | $7,213+40.9% | $16,237-37.4% | $6,260+62.3% |