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 | $97,488 | $91,538+6.5% | $129,995-25.0% | $75,163+29.7% |
| Participation rate | 61.9% | 71.4%-9.5pp | 78.5%-16.6pp | 67.2%-5.3pp |
| Annual return | 11.96% | -631.11%+643.1pp | -137.18%+149.1pp | 160.62%-148.7pp |
| Employer contribution / active EE | $3,849 | $2,845+35.3% | $4,320-10.9% | $2,670+44.2% |
| Participant deferral / active EE | $7,421 | $4,341+70.9% | $5,820+27.5% | $4,125+79.9% |
| Admin fee / account holder | $12,660 | $6,790+86.4% | $10,614+19.3% | $5,651+124.0% |