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 | $136,951 | $123,793+10.6% | $177,821-23.0% | $79,858+71.5% |
| Participation rate | 53.8% | 84.7%-30.8pp | 87.7%-33.9pp | 69.6%-15.8pp |
| Annual return | 9.31% | 22.82%-13.5pp | 48.32%-39.0pp | 31.71%-22.4pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,245 | $5,956+72.0% | $7,714+32.8% | $3,740+173.9% |
| Admin fee / account holder | $1,144 | $7,243-84.2% | $12,427-90.8% | $5,306-78.4% |