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 | $136,401 | $110,257+23.7% | $96,544+41.3% | $139,434-2.2% |
| Participation rate | 23.1% | 78.1%-55.0pp | 76.0%-52.9pp | 80.3%-57.2pp |
| Annual return | 4.96% | 26.32%-21.4pp | 25.84%-20.9pp | 372.94%-368.0pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,206 | $5,548-24.2% | $4,851-13.3% | $6,710-37.3% |
| Admin fee / account holder | $538 | $11,591-95.4% | $8,252-93.5% | $11,403-95.3% |