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 | $101,224 | $99,985+1.2% | $146,665-31.0% | $85,850+17.9% |
| Participation rate | 50.6% | 73.1%-22.4pp | 80.1%-29.4pp | 69.3%-18.7pp |
| Annual return | 7.47% | 18.93%-11.5pp | 22.74%-15.3pp | 318.53%-311.1pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,925 | $4,006-51.9% | $5,506-65.0% | $3,952-51.3% |
| Admin fee / account holder | $4,351 | $7,702-43.5% | $10,280-57.7% | $6,260-30.5% |