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 | $122,876 | $111,754+10.0% | $103,333+18.9% | $145,922-15.8% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 5.96% | 24.77%-18.8pp | 24.88%-18.9pp | 561.29%-555.3pp |
| Employer contribution / active EE | $2,067 | $4,212-50.9% | $3,868-46.5% | $4,660-55.6% |
| Participant deferral / active EE | $8,714 | $5,619+55.1% | $5,057+72.3% | $6,688+30.3% |
| Admin fee / account holder | $70,005 | $9,750+618.0% | $8,355+737.9% | $13,397+422.5% |