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 | $96,344 | $110,261-12.6% | $95,745+0.6% | $139,434-30.9% |
| Participation rate | 62.5% | 75.8%-13.3pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 6.62% | 27.11%-20.5pp | 28.35%-21.7pp | 372.94%-366.3pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,698 | $4,676+0.5% | $4,245+10.7% | $6,710-30.0% |
| Admin fee / account holder | $61,169 | $6,613+824.9% | $5,678+977.3% | $11,403+436.4% |