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 | $120,103 | $135,952-11.7% | $123,892-3.1% | $273,961-56.2% |
| Participation rate | 69.2% | 84.1%-14.8pp | 81.4%-12.2pp | 83.0%-13.8pp |
| Annual return | 1.75% | 56.63%-54.9pp | 47.52%-45.8pp | 41.45%-39.7pp |
| Employer contribution / active EE | $1,208 | $5,170-76.6% | $4,617-73.8% | $4,869-75.2% |
| Participant deferral / active EE | $2,270 | $6,343-64.2% | $5,984-62.1% | $5,287-57.1% |
| Admin fee / account holder | $3,612 | $9,817-63.2% | $8,357-56.8% | $10,132-64.3% |