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 | $101,442 | $183,519-44.7% | $155,509-34.8% | $145,922-30.5% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 4.95% | 61.17%-56.2pp | 64.67%-59.7pp | 561.29%-556.3pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,809 | $6,462-41.1% | $5,626-32.3% | $6,688-43.1% |
| Admin fee / account holder | $1,993 | $19,313-89.7% | $15,912-87.5% | $13,397-85.1% |