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 | $77,193 | $102,382-24.6% | $147,005-47.5% | $80,874-4.6% |
| Participation rate | 64.4% | 75.8%-11.4pp | 82.2%-17.7pp | 67.6%-3.2pp |
| Annual return | 11.04% | 134.89%-123.8pp | 418.76%-407.7pp | 35.62%-24.6pp |
| Employer contribution / active EE | $2,089 | $3,715-43.8% | $4,934-57.7% | $2,756-24.2% |
| Participant deferral / active EE | $4,092 | $6,646-38.4% | $8,070-49.3% | $4,297-4.8% |
| Admin fee / account holder | $20,256 | $7,942+155.0% | $13,006+55.7% | $6,935+192.1% |