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 | $89,447 | $63,346+41.2% | $92,233-3.0% | $70,131+27.5% |
| Participation rate | 59.5% | 68.7%-9.1pp | 76.5%-17.0pp | 69.5%-10.0pp |
| Annual return | 11.58% | 530.12%-518.5pp | 176.28%-164.7pp | 73.14%-61.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,949 | $2,854+38.4% | $3,897+1.3% | $3,332+18.5% |
| Admin fee / account holder | $32,198 | $3,840+738.4% | $5,194+520.0% | $4,645+593.1% |