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 | $76,504 | $68,547+11.6% | $120,354-36.4% | $80,856-5.4% |
| Participation rate | 39.7% | 61.6%-21.9pp | 71.9%-32.2pp | 67.6%-27.9pp |
| Annual return | 7.29% | 23.60%-16.3pp | 107.15%-99.9pp | 35.59%-28.3pp |
| Employer contribution / active EE | $1,551 | $2,051-24.4% | $3,463-55.2% | $2,755-43.7% |
| Participant deferral / active EE | $2,152 | $3,173-32.2% | $4,991-56.9% | $4,296-49.9% |
| Admin fee / account holder | $17,041 | $5,732+197.3% | $9,423+80.9% | $6,918+146.3% |