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 | $100,032 | $59,101+69.3% | $77,163+29.6% | $75,163+33.1% |
| Participation rate | 34.2% | 63.9%-29.7pp | 69.6%-35.4pp | 67.2%-33.0pp |
| Annual return | -17.77% | 26.71%-44.5pp | 37.87%-55.6pp | 160.62%-178.4pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,106 | $2,999-63.1% | $3,833-71.2% | $4,125-73.2% |
| Admin fee / account holder | $10,574 | $4,774+121.5% | $5,472+93.2% | $5,651+87.1% |