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 | $101,177 | $67,411+50.1% | $91,001+11.2% | $70,131+44.3% |
| Participation rate | 68.6% | 71.4%-2.8pp | 75.6%-7.0pp | 69.5%-1.0pp |
| Annual return | 9.75% | -40.16%+49.9pp | 4.60%+5.1pp | 73.14%-63.4pp |
| Employer contribution / active EE | $628 | $1,786-64.8% | $2,456-74.4% | $2,342-73.2% |
| Participant deferral / active EE | $2,298 | $2,823-18.6% | $3,547-35.2% | $3,332-31.0% |
| Admin fee / account holder | $7,026 | $4,236+65.9% | $5,417+29.7% | $4,645+51.3% |