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 | $141,353 | $126,574+11.7% | $106,213+33.1% | $145,922-3.1% |
| Participation rate | 57.1% | 77.6%-20.5pp | 75.3%-18.1pp | 80.3%-23.1pp |
| Annual return | 5.50% | 224.79%-219.3pp | 116.14%-110.6pp | 561.29%-555.8pp |
| Employer contribution / active EE | $776 | $3,730-79.2% | $3,171-75.5% | $4,660-83.3% |
| Participant deferral / active EE | $2,308 | $5,724-59.7% | $5,016-54.0% | $6,688-65.5% |
| Admin fee / account holder | $86,169 | $17,304+398.0% | $11,033+681.0% | $13,397+543.2% |