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 | $90,303 | $89,355+1.1% | $141,162-36.0% | $72,985+23.7% |
| Participation rate | 68.1% | 75.1%-7.0pp | 82.5%-14.4pp | 69.5%-1.4pp |
| Annual return | 18.81% | 111.85%-93.0pp | 71.39%-52.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,933 | $5,418+9.5% | $6,709-11.6% | $3,607+64.5% |
| Admin fee / account holder | $18,040 | $5,958+202.8% | $10,261+75.8% | $5,124+252.0% |