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 | $75,094 | $70,669+6.3% | $169,368-55.7% | $75,163-0.1% |
| Participation rate | 48.0% | 64.8%-16.8pp | 77.1%-29.1pp | 67.2%-19.2pp |
| Annual return | 9.45% | 36.36%-26.9pp | 405.60%-396.2pp | 160.62%-151.2pp |
| Employer contribution / active EE | $1,006 | $2,211-54.5% | $4,013-74.9% | $2,670-62.3% |
| Participant deferral / active EE | $5,698 | $4,311+32.2% | $6,221-8.4% | $4,125+38.1% |
| Admin fee / account holder | $35,981 | $5,402+566.0% | $9,003+299.6% | $5,651+536.7% |