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 | $135,568 | $159,901-15.2% | $146,958-7.8% | $145,922-7.1% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.2%-14.0pp | 80.3%-12.1pp |
| Annual return | 3.14% | 98.13%-95.0pp | 418.34%-415.2pp | 561.29%-558.1pp |
| Employer contribution / active EE | $3,532 | $5,286-33.2% | $4,933-28.4% | $4,660-24.2% |
| Participant deferral / active EE | $8,795 | $8,428+4.3% | $8,070+9.0% | $6,688+31.5% |
| Admin fee / account holder | $10,918 | $15,044-27.4% | $12,998-16.0% | $13,397-18.5% |