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 | $95,877 | $91,538+4.7% | $129,995-26.2% | $75,163+27.6% |
| Participation rate | 40.0% | 71.4%-31.4pp | 78.5%-38.5pp | 67.2%-27.2pp |
| Annual return | 6.78% | -631.11%+637.9pp | -137.18%+144.0pp | 160.62%-153.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,643 | $4,341-16.1% | $5,820-37.4% | $4,125-11.7% |
| Admin fee / account holder | $19,911 | $6,790+193.2% | $10,614+87.6% | $5,651+252.4% |