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 | $122,377 | $104,974+16.6% | $95,585+28.0% | $142,382-14.1% |
| Participation rate | 10.0% | 75.0%-65.0pp | 72.1%-62.1pp | 80.1%-70.1pp |
| Annual return | 9.81% | 210.33%-200.5pp | 38.56%-28.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,931 | $4,352-32.6% | $4,023-27.1% | $6,507-55.0% |
| Admin fee / account holder | $24,757 | $6,386+287.7% | $6,127+304.0% | $12,624+96.1% |