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 | $113,573 | $110,257+3.0% | $96,544+17.6% | $139,434-18.5% |
| Participation rate | 54.5% | 78.1%-23.5pp | 76.0%-21.4pp | 80.3%-25.8pp |
| Annual return | 2.47% | 26.32%-23.8pp | 25.84%-23.4pp | 372.94%-370.5pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,802 | $5,548+4.6% | $4,851+19.6% | $6,710-13.5% |
| Admin fee / account holder | $76,726 | $11,591+561.9% | $8,252+829.7% | $11,403+572.9% |