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 | $88,275 | $177,572-50.3% | $154,803-43.0% | $142,382-38.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 9.55% | 65.07%-55.5pp | 58.88%-49.3pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,004 | $4,810-79.1% | $4,305-76.7% | $4,299-76.6% |
| Participant deferral / active EE | $4,893 | $6,272-22.0% | $5,540-11.7% | $6,507-24.8% |
| Admin fee / account holder | $35,668 | $16,786+112.5% | $14,329+148.9% | $12,624+182.5% |