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 | $96,956 | $69,207+40.1% | $64,056+51.4% | $139,434-30.5% |
| Participation rate | 65.0% | 75.6%-10.6pp | 72.3%-7.3pp | 80.3%-15.3pp |
| Annual return | 8.44% | 45.88%-37.4pp | 33.69%-25.3pp | 372.94%-364.5pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,036 | $4,682-35.1% | $3,880-21.8% | $6,710-54.8% |
| Admin fee / account holder | $1,813 | $4,244-57.3% | $3,068-40.9% | $11,403-84.1% |