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 | $75,046 | $29,660+153.0% | $56,411+33.0% | $80,856-7.2% |
| Participation rate | 31.9% | 41.6%-9.7pp | 52.5%-20.5pp | 67.6%-35.7pp |
| Annual return | 9.85% | 35.23%-25.4pp | 1701.33%-1691.5pp | 35.59%-25.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $939 | $1,226-23.4% | $1,952-51.9% | $4,296-78.1% |
| Admin fee / account holder | $46,768 | $2,428+1826.6% | $2,829+1553.3% | $6,918+576.0% |