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 | $113,559 | $122,239-7.1% | $184,203-38.4% | $74,495+52.4% |
| Participation rate | 58.4% | 85.5%-27.1pp | 86.8%-28.4pp | 67.2%-8.8pp |
| Annual return | 8.54% | 19.95%-11.4pp | 28.81%-20.3pp | 1364.94%-1356.4pp |
| Employer contribution / active EE | $1,923 | $4,537-57.6% | $6,427-70.1% | $2,623-26.7% |
| Participant deferral / active EE | $4,160 | $7,139-41.7% | $9,131-54.4% | $4,346-4.3% |
| Admin fee / account holder | $23,137 | $1,260+1736.7% | $13,901+66.4% | $1,942+1091.5% |