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 | $90,525 | $114,381-20.9% | $107,525-15.8% | $142,382-36.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 9.96% | 242.71%-232.7pp | 181.32%-171.4pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,790 | $4,015-55.4% | $3,754-52.3% | $4,299-58.4% |
| Participant deferral / active EE | $2,385 | $5,564-57.1% | $5,116-53.4% | $6,507-63.3% |
| Admin fee / account holder | $41,860 | $9,860+324.5% | $8,919+369.4% | $12,624+231.6% |