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 | $91,971 | $76,552+20.1% | $123,892-25.8% | $62,891+46.2% |
| Participation rate | 64.0% | 73.0%-9.0pp | 81.4%-17.4pp | 69.3%-5.3pp |
| Annual return | -2.20% | 18.68%-20.9pp | 47.52%-49.7pp | 20.14%-22.3pp |
| Employer contribution / active EE | $1,970 | $2,883-31.7% | $4,617-57.3% | $2,281-13.6% |
| Participant deferral / active EE | $6,462 | $4,840+33.5% | $5,984+8.0% | $3,203+101.7% |
| Admin fee / account holder | $46,284 | $4,826+859.1% | $8,357+453.8% | $4,296+977.5% |