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 | $105,017 | $80,724+30.1% | $103,333+1.6% | $74,495+41.0% |
| Participation rate | 34.1% | 65.7%-31.6pp | 74.5%-40.4pp | 67.2%-33.1pp |
| Annual return | 10.52% | 27.56%-17.0pp | 24.88%-14.4pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,216 | $3,860-16.7% | $5,057-36.4% | $4,346-26.0% |
| Admin fee / account holder | $16,480 | $2,368+595.9% | $8,355+97.3% | $1,942+748.7% |