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 | $121,751 | $201,272-39.5% | $184,203-33.9% | $145,922-16.6% |
| Participation rate | 57.9% | 87.5%-29.6pp | 86.8%-28.9pp | 80.3%-22.4pp |
| Annual return | 9.39% | 29.00%-19.6pp | 28.81%-19.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,366 | $9,806-35.1% | $9,131-30.3% | $6,688-4.8% |
| Admin fee / account holder | $28,529 | $16,364+74.3% | $13,901+105.2% | $13,397+113.0% |