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 | $86,273 | $114,381-24.6% | $107,525-19.8% | $142,382-39.4% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 4.22% | 242.71%-238.5pp | 181.32%-177.1pp | 217.08%-212.9pp |
| Employer contribution / active EE | $2,139 | $4,015-46.7% | $3,754-43.0% | $4,299-50.2% |
| Participant deferral / active EE | $3,658 | $5,564-34.3% | $5,116-28.5% | $6,507-43.8% |
| Admin fee / account holder | $3,199 | $9,860-67.6% | $8,919-64.1% | $12,624-74.7% |