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 | $68,744 | $63,703+7.9% | $93,063-26.1% | $82,448-16.6% |
| Participation rate | 47.2% | 63.8%-16.6pp | 72.1%-24.9pp | 68.1%-20.9pp |
| Annual return | 12.32% | -775.43%+787.8pp | 34.15%-21.8pp | 41.64%-29.3pp |
| Employer contribution / active EE | $686 | $1,729-60.3% | $2,476-72.3% | $2,551-73.1% |
| Participant deferral / active EE | $1,177 | $2,919-59.7% | $3,958-70.3% | $4,139-71.6% |
| Admin fee / account holder | $13,636 | $5,982+127.9% | $6,033+126.0% | $7,234+88.5% |