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 | $105,612 | $105,126+0.5% | $94,646+11.6% | $139,434-24.3% |
| Participation rate | 42.9% | 82.4%-39.5pp | 80.8%-38.0pp | 80.3%-37.5pp |
| Annual return | 7.72% | 38.03%-30.3pp | 156.71%-149.0pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,754 | $4,106-57.3% | $3,672-52.2% | $4,751-63.1% |
| Participant deferral / active EE | $5,857 | $7,599-22.9% | $7,418-21.0% | $6,710-12.7% |
| Admin fee / account holder | $840 | $8,984-90.7% | $7,231-88.4% | $11,403-92.6% |