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 | $108,985 | $81,248+34.1% | $155,509-29.9% | $80,856+34.8% |
| Participation rate | 55.9% | 66.2%-10.3pp | 78.2%-22.3pp | 67.6%-11.7pp |
| Annual return | 8.86% | 33.31%-24.4pp | 64.67%-55.8pp | 35.59%-26.7pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,875 | $3,452+41.3% | $5,626-13.3% | $4,296+13.5% |
| Admin fee / account holder | $68,307 | $7,997+754.1% | $15,912+329.3% | $6,918+887.4% |