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 | $118,306 | $48,795+142.5% | $65,493+80.6% | $84,808+39.5% |
| Participation rate | 51.7% | 67.0%-15.3pp | 73.1%-21.4pp | 68.3%-16.6pp |
| Annual return | 10.68% | 20.20%-9.5pp | 982.45%-971.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,962 | $2,928+103.6% | $3,961+50.5% | $4,212+41.6% |
| Admin fee / account holder | $7,107 | $3,877+83.3% | $5,028+41.3% | $7,344-3.2% |