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 | $168,452 | $89,355+88.5% | $141,162+19.3% | $72,985+130.8% |
| Participation rate | 67.9% | 75.1%-7.3pp | 82.5%-14.6pp | 69.5%-1.6pp |
| Annual return | 5.17% | 111.85%-106.7pp | 71.39%-66.2pp | 81.00%-75.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,581 | $5,418-33.9% | $6,709-46.6% | $3,607-0.7% |
| Admin fee / account holder | $4,411 | $5,958-26.0% | $10,261-57.0% | $5,124-13.9% |