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 8-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 | $105,466 | $117,841-10.5% | $102,423+3.0% | $145,922-27.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 8.10% | 31.65%-23.5pp | 29.32%-21.2pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,162 | $3,615-40.2% | $3,023-28.5% | $4,660-53.6% |
| Participant deferral / active EE | $6,373 | $5,731+11.2% | $5,053+26.1% | $6,688-4.7% |
| Admin fee / account holder | $20,330 | $13,326+52.6% | $9,451+115.1% | $13,397+51.8% |