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 | $89,768 | $89,7530% | $107,525-16.5% | $84,808+5.8% |
| Participation rate | 50.0% | 68.1%-18.1pp | 75.1%-25.1pp | 68.3%-18.3pp |
| Annual return | 10.20% | 29.48%-19.3pp | 181.32%-171.1pp | 40.90%-30.7pp |
| Employer contribution / active EE | $1,356 | $3,113-56.4% | $3,754-63.9% | $2,631-48.4% |
| Participant deferral / active EE | $1,929 | $4,056-52.4% | $5,116-62.3% | $4,212-54.2% |
| Admin fee / account holder | $20,194 | $7,222+179.6% | $8,919+126.4% | $7,344+175.0% |