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 | $122,119 | $127,386-4.1% | $115,037+6.2% | $125,391-2.6% |
| Participation rate | 37.5% | 84.2%-46.7pp | 81.4%-43.9pp | 83.2%-45.7pp |
| Annual return | -3.82% | 31.28%-35.1pp | 26.14%-30.0pp | 282.22%-286.0pp |
| Employer contribution / active EE | $1,164 | $5,166-77.5% | $4,608-74.7% | $4,866-76.1% |
| Participant deferral / active EE | $5,015 | $6,423-21.9% | $6,026-16.8% | $5,352-6.3% |
| Admin fee / account holder | $1,749 | $9,516-81.6% | $8,175-78.6% | $9,540-81.7% |