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 | $107,625 | $106,515+1.0% | $96,683+11.3% | $139,434-22.8% |
| Participation rate | 35.0% | 77.8%-42.8pp | 74.3%-39.3pp | 80.3%-45.3pp |
| Annual return | 9.81% | 38.43%-28.6pp | 35.69%-25.9pp | 372.94%-363.1pp |
| Employer contribution / active EE | $1,200 | $4,103-70.8% | $3,737-67.9% | $4,751-74.7% |
| Participant deferral / active EE | $4,023 | $5,454-26.2% | $4,878-17.5% | $6,710-40.0% |
| Admin fee / account holder | $29,980 | $7,877+280.6% | $6,730+345.5% | $11,403+162.9% |