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 | $92,148 | $101,618-9.3% | $93,063-1.0% | $137,256-32.9% |
| Participation rate | 42.9% | 74.9%-32.1pp | 72.1%-29.3pp | 80.0%-37.1pp |
| Annual return | 7.15% | 223.95%-216.8pp | 34.15%-27.0pp | 220.34%-213.2pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $743 | $4,279-82.6% | $3,958-81.2% | $6,407-88.4% |
| Admin fee / account holder | $29,827 | $6,198+381.2% | $6,033+394.4% | $12,270+143.1% |