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 | $126,022 | $59,101+113.2% | $77,163+63.3% | $75,163+67.7% |
| Participation rate | 51.2% | 63.9%-12.7pp | 69.6%-18.4pp | 67.2%-16.0pp |
| Annual return | 12.20% | 26.71%-14.5pp | 37.87%-25.7pp | 160.62%-148.4pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,969 | $2,999-34.3% | $3,833-48.6% | $4,125-52.3% |
| Admin fee / account holder | $15,856 | $4,774+232.1% | $5,472+189.8% | $5,651+180.6% |