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 | $101,618+20.4% | $93,063+31.5% | $137,256-10.8% |
| Participation rate | 10.0% | 74.9%-64.9pp | 72.1%-62.1pp | 80.0%-70.0pp |
| Annual return | 9.81% | 223.95%-214.1pp | 34.15%-24.3pp | 220.34%-210.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,931 | $4,279-31.5% | $3,958-25.9% | $6,407-54.2% |
| Admin fee / account holder | $24,757 | $6,198+299.4% | $6,033+310.3% | $12,270+101.8% |