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 | $106,076 | $124,281-14.6% | $109,143-2.8% | $167,490-36.7% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 8.19% | 26.04%-17.8pp | 25.75%-17.6pp | 478.56%-470.4pp |
| Employer contribution / active EE | $1,484 | $4,207-64.7% | $3,722-60.1% | $4,837-69.3% |
| Participant deferral / active EE | $3,340 | $5,255-36.4% | $4,653-28.2% | $6,341-47.3% |
| Admin fee / account holder | $69,762 | $7,970+775.3% | $6,752+933.2% | $12,309+466.8% |