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 | $103,132 | $165,335-37.6% | $149,696-31.1% | $158,922-35.1% |
| Participation rate | 52.9% | 84.6%-31.6pp | 82.5%-29.5pp | 82.0%-29.0pp |
| Annual return | 7.18% | 348.15%-341.0pp | 276.60%-269.4pp | 302.83%-295.7pp |
| Employer contribution / active EE | $1,755 | $5,103-65.6% | $4,644-62.2% | $4,761-63.1% |
| Participant deferral / active EE | $3,558 | $7,181-50.5% | $6,842-48.0% | $5,982-40.5% |
| Admin fee / account holder | $37,770 | $10,807+249.5% | $9,309+305.8% | $11,246+235.9% |