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 | $103,018 | $96,635+6.6% | $86,612+18.9% | $139,434-26.1% |
| Participation rate | 52.4% | 74.4%-22.0pp | 71.7%-19.3pp | 80.3%-27.9pp |
| Annual return | 6.00% | 106.41%-100.4pp | 591.07%-585.1pp | 372.94%-366.9pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,813 | $4,836-41.8% | $4,438-36.6% | $6,710-58.1% |
| Admin fee / account holder | $30,292 | $6,408+372.7% | $5,614+439.6% | $11,403+165.7% |