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 | $138,948 | $148,534-6.5% | $135,903+2.2% | $139,434-0.3% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 3.31% | 79.19%-75.9pp | 68.23%-64.9pp | 372.94%-369.6pp |
| Employer contribution / active EE | $3,320 | $5,243-36.7% | $4,856-31.6% | $4,751-30.1% |
| Participant deferral / active EE | $5,622 | $8,100-30.6% | $7,758-27.5% | $6,710-16.2% |
| Admin fee / account holder | $309,544 | $12,400+2396.4% | $10,762+2776.3% | $11,403+2614.7% |