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 | $81,446+0.1% | $103,374-21.1% | $80,874+0.8% |
| Participation rate | 66.7% | 66.9%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 9.69% | 25.57%-15.9pp | 24.89%-15.2pp | 35.62%-25.9pp |
| Employer contribution / active EE | $1,870 | $3,107-39.8% | $3,869-51.7% | $2,756-32.1% |
| Participant deferral / active EE | $2,932 | $3,870-24.2% | $5,058-42.0% | $4,297-31.8% |
| Admin fee / account holder | $23,880 | $6,715+255.6% | $8,394+184.5% | $6,935+244.3% |