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 | $111,535-22.6% | $105,223-18.0% | $137,256-37.1% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 4.22% | 237.85%-233.6pp | 180.65%-176.4pp | 220.34%-216.1pp |
| Employer contribution / active EE | $2,139 | $3,939-45.7% | $3,689-42.0% | $4,156-48.5% |
| Participant deferral / active EE | $3,658 | $5,500-33.5% | $5,072-27.9% | $6,407-42.9% |
| Admin fee / account holder | $3,199 | $9,721-67.1% | $8,859-63.9% | $12,270-73.9% |