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 | $75,053 | $98,240-23.6% | $82,313-8.8% | $147,584-49.1% |
| Participation rate | 65.2% | 79.7%-14.5pp | 76.9%-11.7pp | 82.8%-17.6pp |
| Annual return | 8.35% | 30.85%-22.5pp | 25.88%-17.5pp | 578.55%-570.2pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,771 | $4,383-59.6% | $3,706-52.2% | $5,439-67.4% |
| Admin fee / account holder | $23,700 | $8,563+176.8% | $5,608+322.6% | $10,885+117.7% |