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 | $131,663 | $83,902+56.9% | $167,512-21.4% | $84,808+55.2% |
| Participation rate | 22.4% | 66.5%-44.1pp | 77.1%-54.7pp | 68.3%-45.9pp |
| Annual return | 12.61% | 91.55%-78.9pp | 1615.79%-1603.2pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,001 | $2,264-55.8% | $3,882-74.2% | $2,631-61.9% |
| Participant deferral / active EE | $3,145 | $4,442-29.2% | $6,405-50.9% | $4,212-25.3% |
| Admin fee / account holder | $22,618 | $7,915+185.8% | $9,769+131.5% | $7,344+208.0% |