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 | $90,633 | $51,576+75.7% | $129,207-29.9% | $80,856+12.1% |
| Participation rate | 27.5% | 57.0%-29.4pp | 69.6%-42.1pp | 67.6%-40.1pp |
| Annual return | 9.13% | 20.81%-11.7pp | 9417.33%-9408.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $997 | $2,669-62.6% | $4,168-76.1% | $4,296-76.8% |
| Admin fee / account holder | $18,959 | $4,305+340.4% | $7,715+145.8% | $6,918+174.1% |