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 | $100,213 | $72,277+38.7% | $101,248-1.0% | $79,858+25.5% |
| Participation rate | 54.5% | 68.5%-13.9pp | 75.8%-21.3pp | 69.6%-15.1pp |
| Annual return | -5.89% | 22.30%-28.2pp | 46.47%-52.4pp | 31.71%-37.6pp |
| Employer contribution / active EE | $2,127 | $2,692-21.0% | $3,660-41.9% | $2,471-13.9% |
| Participant deferral / active EE | $5,530 | $3,282+68.5% | $4,370+26.5% | $3,740+47.9% |
| Admin fee / account holder | $12,145 | $4,400+176.0% | $5,945+104.3% | $5,306+128.9% |