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 | $113,915 | $114,381-0.4% | $107,525+5.9% | $142,382-20.0% |
| Participation rate | 21.4% | 78.1%-56.7pp | 75.1%-53.6pp | 80.1%-58.7pp |
| Annual return | 7.14% | 242.71%-235.6pp | 181.32%-174.2pp | 217.08%-209.9pp |
| Employer contribution / active EE | $1,174 | $4,015-70.8% | $3,754-68.7% | $4,299-72.7% |
| Participant deferral / active EE | $1,552 | $5,564-72.1% | $5,116-69.7% | $6,507-76.2% |
| Admin fee / account holder | $37,665 | $9,860+282.0% | $8,919+322.3% | $12,624+198.4% |