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 | $119,398 | $165,984-28.1% | $164,813-27.6% | $145,922-18.2% |
| Participation rate | 53.8% | 82.0%-28.2pp | 78.6%-24.8pp | 80.3%-26.4pp |
| Annual return | 6.65% | 100.03%-93.4pp | 69.93%-63.3pp | 561.29%-554.6pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,804 | $6,959-45.3% | $6,031-36.9% | $6,688-43.1% |
| Admin fee / account holder | $83,539 | $16,648+401.8% | $12,690+558.3% | $13,397+523.6% |