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 | $104,792 | $108,919-3.8% | $100,391+4.4% | $145,922-28.2% |
| Participation rate | 59.1% | 82.9%-23.8pp | 81.5%-22.4pp | 80.3%-21.2pp |
| Annual return | 5.46% | 57.88%-52.4pp | 49.20%-43.7pp | 561.29%-555.8pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,432 | $8,445-71.2% | $8,082-69.9% | $6,688-63.6% |
| Admin fee / account holder | $12,325 | $9,689+27.2% | $7,899+56.0% | $13,397-8.0% |