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 | $116,911 | $127,100-8.0% | $105,738+10.6% | $135,375-13.6% |
| Participation rate | 62.5% | 82.7%-20.2pp | 76.3%-13.8pp | 82.6%-20.1pp |
| Annual return | -11.22% | 4.49%-15.7pp | 6.27%-17.5pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,951 | $4,107-52.5% | $3,268-40.3% | $4,779-59.2% |
| Participant deferral / active EE | $6,194 | $5,064+22.3% | $4,080+51.8% | $5,609+10.4% |
| Admin fee / account holder | $1,070 | $9,087-88.2% | $6,913-84.5% | $10,827-90.1% |