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 | $122,019 | $114,381+6.7% | $107,525+13.5% | $142,382-14.3% |
| Participation rate | 64.7% | 78.1%-13.4pp | 75.1%-10.4pp | 80.1%-15.4pp |
| Annual return | 9.56% | 242.71%-233.1pp | 181.32%-171.8pp | 217.08%-207.5pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,531 | $5,564-54.5% | $5,116-50.5% | $6,507-61.1% |
| Admin fee / account holder | $107,849 | $9,860+993.8% | $8,919+1109.2% | $12,624+754.3% |