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 | $113,039 | $110,257+2.5% | $96,544+17.1% | $139,434-18.9% |
| Participation rate | 58.8% | 78.1%-19.3pp | 76.0%-17.1pp | 80.3%-21.5pp |
| Annual return | 4.47% | 26.32%-21.8pp | 25.84%-21.4pp | 372.94%-368.5pp |
| Employer contribution / active EE | $1,812 | $3,620-49.9% | $2,965-38.9% | $4,751-61.9% |
| Participant deferral / active EE | $8,827 | $5,548+59.1% | $4,851+82.0% | $6,710+31.5% |
| Admin fee / account holder | $297,702 | $11,591+2468.3% | $8,252+3507.5% | $11,403+2510.8% |