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 | $143,172 | $124,281+15.2% | $109,143+31.2% | $167,490-14.5% |
| Participation rate | 42.9% | 79.4%-36.6pp | 75.9%-33.0pp | 82.1%-39.2pp |
| Annual return | 7.90% | 26.04%-18.1pp | 25.75%-17.9pp | 478.56%-470.7pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,909 | $5,255-25.6% | $4,653-16.0% | $6,341-38.4% |
| Admin fee / account holder | $11,175 | $7,970+40.2% | $6,752+65.5% | $12,309-9.2% |