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 | $73,127 | $171,865-57.5% | $149,718-51.2% | $147,584-50.5% |
| Participation rate | 44.4% | 88.2%-43.7pp | 87.1%-42.6pp | 82.8%-38.4pp |
| Annual return | 4.20% | 2113.22%-2109.0pp | 1501.63%-1497.4pp | 578.55%-574.3pp |
| Employer contribution / active EE | $2,598 | $6,275-58.6% | $5,445-52.3% | $4,876-46.7% |
| Participant deferral / active EE | $7,294 | $7,271+0.3% | $6,569+11.0% | $5,439+34.1% |
| Admin fee / account holder | $23,365 | $13,799+69.3% | $11,283+107.1% | $10,885+114.6% |