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 | $73,921 | $74,888-1.3% | $71,209+3.8% | $142,382-48.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 10.46% | 345.14%-334.7pp | 282.51%-272.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,672 | $2,854-41.4% | $2,721-38.5% | $4,299-61.1% |
| Participant deferral / active EE | $3,835 | $4,454-13.9% | $4,175-8.1% | $6,507-41.1% |
| Admin fee / account holder | $13,862 | $5,568+148.9% | $5,349+159.2% | $12,624+9.8% |