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 | $86,486 | $78,672+9.9% | $109,143-20.8% | $85,850+0.7% |
| Participation rate | 51.9% | 68.3%-16.4pp | 75.9%-24.0pp | 69.3%-17.5pp |
| Annual return | 11.19% | 25.09%-13.9pp | 25.75%-14.6pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,842 | $2,735-32.7% | $3,722-50.5% | $2,565-28.2% |
| Participant deferral / active EE | $3,739 | $3,467+7.8% | $4,653-19.6% | $3,952-5.4% |
| Admin fee / account holder | $43,186 | $5,469+689.6% | $6,752+539.6% | $6,260+589.9% |