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 | $104,429 | $102,317+2.1% | $146,958-28.9% | $80,856+29.2% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.2%-12.9pp | 67.6%+1.6pp |
| Annual return | 8.60% | 134.76%-126.2pp | 418.34%-409.7pp | 35.59%-27.0pp |
| Employer contribution / active EE | $2,583 | $3,713-30.4% | $4,933-47.6% | $2,755-6.3% |
| Participant deferral / active EE | $5,685 | $6,644-14.4% | $8,070-29.6% | $4,296+32.3% |
| Admin fee / account holder | $20,754 | $7,941+161.3% | $12,998+59.7% | $6,918+200.0% |