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 | $107,753 | $51,736+108.3% | $120,225-10.4% | $67,986+58.5% |
| Participation rate | 25.3% | 46.1%-20.7pp | 69.6%-44.2pp | 57.2%-31.9pp |
| Annual return | 12.17% | 31.98%-19.8pp | 439.23%-427.1pp | 31.67%-19.5pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,171 | $2,206-1.6% | $3,999-45.7% | $3,358-35.3% |
| Admin fee / account holder | $20,438 | $4,159+391.4% | $5,696+258.8% | $3,203+538.1% |