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 | $138,455 | $117,841+17.5% | $102,423+35.2% | $145,922-5.1% |
| Participation rate | 53.8% | 78.6%-24.7pp | 76.5%-22.6pp | 80.3%-26.4pp |
| Annual return | 5.36% | 31.65%-26.3pp | 29.32%-24.0pp | 561.29%-555.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,280 | $5,731-7.9% | $5,053+4.5% | $6,688-21.1% |
| Admin fee / account holder | $11,636 | $13,326-12.7% | $9,451+23.1% | $13,397-13.1% |