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 | $87,845 | $72,177+21.7% | $115,037-23.6% | $59,632+47.3% |
| Participation rate | 67.9% | 72.6%-4.7pp | 81.4%-13.5pp | 68.7%-0.8pp |
| Annual return | -4.77% | 12.02%-16.8pp | 26.14%-30.9pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $5,797 | $2,841+104.0% | $4,608+25.8% | $2,203+163.2% |
| Participant deferral / active EE | $2,314 | $4,783-51.6% | $6,026-61.6% | $3,192-27.5% |
| Admin fee / account holder | $11,125 | $4,927+125.8% | $8,175+36.1% | $4,297+158.9% |