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 | $91,870 | $100,852-8.9% | $90,404+1.6% | $158,922-42.2% |
| Participation rate | 29.4% | 75.0%-45.6pp | 72.7%-43.3pp | 82.0%-52.5pp |
| Annual return | 5.10% | 1724.20%-1719.1pp | 1293.02%-1287.9pp | 302.83%-297.7pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,682 | $4,348-38.3% | $3,963-32.3% | $5,982-55.2% |
| Admin fee / account holder | $9,671 | $6,501+48.8% | $5,611+72.4% | $11,246-14.0% |