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 | $103,953 | $105,181-1.2% | $159,436-34.8% | $85,850+21.1% |
| Participation rate | 52.0% | 75.8%-23.8pp | 82.8%-30.8pp | 69.3%-17.3pp |
| Annual return | 11.25% | 45.07%-33.8pp | 263.57%-252.3pp | 318.53%-307.3pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,823 | $5,945-52.5% | $7,352-61.6% | $3,952-28.6% |
| Admin fee / account holder | $56,168 | $6,933+710.1% | $10,799+420.1% | $6,260+797.3% |