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 | $111,479 | $104,974+6.2% | $95,585+16.6% | $142,382-21.7% |
| Participation rate | 47.1% | 75.0%-27.9pp | 72.1%-25.0pp | 80.1%-33.1pp |
| Annual return | 10.11% | 210.33%-200.2pp | 38.56%-28.5pp | 217.08%-207.0pp |
| Employer contribution / active EE | $684 | $2,779-75.4% | $2,527-72.9% | $4,299-84.1% |
| Participant deferral / active EE | $3,848 | $4,352-11.6% | $4,023-4.3% | $6,507-40.9% |
| Admin fee / account holder | $50,631 | $6,386+692.8% | $6,127+726.3% | $12,624+301.1% |