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 | $80,691 | $80,7170% | $154,803-47.9% | $84,808-4.9% |
| Participation rate | 67.6% | 66.8%+0.8pp | 78.1%-10.4pp | 68.3%-0.7pp |
| Annual return | 8.77% | 37.96%-29.2pp | 58.88%-50.1pp | 40.90%-32.1pp |
| Employer contribution / active EE | $2,662 | $2,761-3.6% | $4,305-38.2% | $2,631+1.2% |
| Participant deferral / active EE | $6,950 | $3,303+110.4% | $5,540+25.4% | $4,212+65.0% |
| Admin fee / account holder | $123,850 | $6,746+1736.0% | $14,329+764.3% | $7,344+1586.5% |