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 | $128,685 | $144,119-10.7% | $117,854+9.2% | $147,584-12.8% |
| Participation rate | 41.2% | 83.4%-42.2pp | 79.7%-38.5pp | 82.8%-41.7pp |
| Annual return | 6.01% | 531.15%-525.1pp | 335.08%-329.1pp | 578.55%-572.5pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,236 | $5,316-39.1% | $4,482-27.8% | $5,439-40.5% |
| Admin fee / account holder | $392 | $10,886-96.4% | $8,020-95.1% | $10,885-96.4% |