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 | $138,088 | $121,625+13.5% | $104,607+32.0% | $158,922-13.1% |
| Participation rate | 55.6% | 77.5%-22.0pp | 74.1%-18.5pp | 82.0%-26.4pp |
| Annual return | 1.49% | 465.26%-463.8pp | 340.46%-339.0pp | 302.83%-301.3pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,272 | $4,177-21.7% | $3,740-12.5% | $5,982-45.3% |
| Admin fee / account holder | $1,925 | $7,787-75.3% | $6,473-70.3% | $11,246-82.9% |