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 | $100,959 | $154,117-34.5% | $129,995-22.3% | $139,434-27.6% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.5%-13.5pp | 80.3%-15.3pp |
| Annual return | 6.24% | 32.48%-26.2pp | -137.18%+143.4pp | 372.94%-366.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,066 | $6,710-69.2% | $5,820-64.5% | $6,710-69.2% |
| Admin fee / account holder | $5,465 | $14,007-61.0% | $10,614-48.5% | $11,403-52.1% |