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 | $100,385 | $102,317-1.9% | $146,958-31.7% | $80,856+24.2% |
| Participation rate | 59.5% | 75.8%-16.4pp | 82.2%-22.7pp | 67.6%-8.2pp |
| Annual return | 10.20% | 134.76%-124.6pp | 418.34%-408.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,047 | $6,644-24.0% | $8,070-37.5% | $4,296+17.5% |
| Admin fee / account holder | $29,455 | $7,941+270.9% | $12,998+126.6% | $6,918+325.8% |