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 | $107,305 | $96,484+11.2% | $156,263-31.3% | $74,304+44.4% |
| Participation rate | 35.6% | 67.7%-32.1pp | 78.9%-43.3pp | 60.3%-24.8pp |
| Annual return | 11.94% | 17.73%-5.8pp | 59.47%-47.5pp | 29.43%-17.5pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,727 | $4,286-36.4% | $6,158-55.7% | $3,767-27.6% |
| Admin fee / account holder | $4,265 | $3,728+14.4% | $14,255-70.1% | $2,969+43.7% |