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 | $99,109 | $49,922+98.5% | $80,569+23.0% | $75,163+31.9% |
| Participation rate | 17.1% | 55.3%-38.2pp | 67.0%-49.9pp | 67.2%-50.0pp |
| Annual return | 7.88% | 34.69%-26.8pp | 935.43%-927.5pp | 160.62%-152.7pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,141 | $2,990-28.4% | $4,447-51.9% | $4,125-48.1% |
| Admin fee / account holder | $17,552 | $3,577+390.7% | $5,377+226.4% | $5,651+210.6% |