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 | $105,595 | $155,788-32.2% | $124,672-15.3% | $167,490-37.0% |
| Participation rate | 12.5% | 81.1%-68.6pp | 74.6%-62.1pp | 82.1%-69.6pp |
| Annual return | 8.71% | 17.97%-9.3pp | 5142.93%-5134.2pp | 478.56%-469.9pp |
| Employer contribution / active EE | $0 | $4,163-100.0% | $3,324-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $5,673-100.0% | $4,614-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,060 | $9,531-88.9% | $7,493-85.9% | $12,309-91.4% |