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 | $74,992 | $79,171-5.3% | $102,423-26.8% | $74,495+0.7% |
| Participation rate | 46.0% | 74.8%-28.8pp | 76.5%-30.5pp | 67.2%-21.2pp |
| Annual return | 8.79% | 54.93%-46.1pp | 29.32%-20.5pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,700 | $4,415-38.8% | $5,053-46.6% | $4,346-37.9% |
| Admin fee / account holder | $1,462 | $2,001-26.9% | $9,451-84.5% | $1,942-24.7% |