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 | $88,096 | $124,281-29.1% | $109,143-19.3% | $167,490-47.4% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | -7.55% | 26.04%-33.6pp | 25.75%-33.3pp | 478.56%-486.1pp |
| Employer contribution / active EE | $3,890 | $4,207-7.6% | $3,722+4.5% | $4,837-19.6% |
| Participant deferral / active EE | $4,803 | $5,255-8.6% | $4,653+3.2% | $6,341-24.3% |
| Admin fee / account holder | $1,740 | $7,970-78.2% | $6,752-74.2% | $12,309-85.9% |