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 | $143,607 | $100,041+43.5% | $149,718-4.1% | $70,131+104.8% |
| Participation rate | 59.3% | 83.6%-24.3pp | 87.1%-27.8pp | 69.5%-10.3pp |
| Annual return | 10.77% | 27.43%-16.7pp | 1501.63%-1490.9pp | 73.14%-62.4pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,190 | $4,983+4.2% | $6,569-21.0% | $3,332+55.8% |
| Admin fee / account holder | $18,721 | $8,286+125.9% | $11,283+65.9% | $4,645+303.0% |