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 | $102,231 | $53,053+92.7% | $126,539-19.2% | $74,304+37.6% |
| Participation rate | 31.1% | 48.0%-17.0pp | 69.8%-38.7pp | 60.3%-29.3pp |
| Annual return | 11.99% | 29.46%-17.5pp | 425.95%-414.0pp | 29.43%-17.4pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,780 | $2,303-22.7% | $4,083-56.4% | $3,767-52.7% |
| Admin fee / account holder | $6,511 | $3,698+76.1% | $6,065+7.4% | $2,969+119.3% |