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 | $132,645 | $159,901-17.0% | $146,958-9.7% | $145,922-9.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.03% | 98.13%-90.1pp | 418.34%-410.3pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,193 | $5,286-58.5% | $4,933-55.5% | $4,660-52.9% |
| Participant deferral / active EE | $6,950 | $8,428-17.5% | $8,070-13.9% | $6,688+3.9% |
| Admin fee / account holder | $69,235 | $15,044+360.2% | $12,998+432.7% | $13,397+416.8% |