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 | $100,601 | $99,877+0.7% | $84,966+18.4% | $145,922-31.1% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 6.18% | 83.76%-77.6pp | 66.38%-60.2pp | 561.29%-555.1pp |
| Employer contribution / active EE | $1,099 | $3,231-66.0% | $2,727-59.7% | $4,660-76.4% |
| Participant deferral / active EE | $4,312 | $5,291-18.5% | $4,519-4.6% | $6,688-35.5% |
| Admin fee / account holder | $8,490 | $7,248+17.1% | $6,149+38.1% | $13,397-36.6% |