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 | $81,524 | $81,460+0.1% | $103,333-21.1% | $80,856+0.8% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 9.69% | 25.55%-15.9pp | 24.88%-15.2pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,870 | $3,105-39.8% | $3,868-51.6% | $2,755-32.1% |
| Participant deferral / active EE | $2,932 | $3,869-24.2% | $5,057-42.0% | $4,296-31.7% |
| Admin fee / account holder | $23,880 | $6,566+263.7% | $8,355+185.8% | $6,918+245.2% |