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 | $85,310 | $102,317-16.6% | $146,958-41.9% | $80,856+5.5% |
| Participation rate | 48.8% | 75.8%-27.0pp | 82.2%-33.3pp | 67.6%-18.8pp |
| Annual return | 11.32% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,613 | $3,713-56.6% | $4,933-67.3% | $2,755-41.5% |
| Participant deferral / active EE | $5,028 | $6,644-24.3% | $8,070-37.7% | $4,296+17.1% |
| Admin fee / account holder | $7,853 | $7,941-1.1% | $12,998-39.6% | $6,918+13.5% |