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 | $130,885 | $109,982+19.0% | $97,226+34.6% | $145,922-10.3% |
| Participation rate | 47.1% | 75.9%-28.9pp | 72.7%-25.6pp | 80.3%-33.2pp |
| Annual return | 4.92% | 242.90%-238.0pp | 75.13%-70.2pp | 561.29%-556.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,798 | $4,676+2.6% | $4,264+12.5% | $6,688-28.3% |
| Admin fee / account holder | $55,715 | $6,221+795.7% | $5,654+885.5% | $13,397+315.9% |