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 | $101,994 | $114,381-10.8% | $107,525-5.1% | $142,382-28.4% |
| Participation rate | 42.9% | 78.1%-35.3pp | 75.1%-32.2pp | 80.1%-37.3pp |
| Annual return | 5.27% | 242.71%-237.4pp | 181.32%-176.0pp | 217.08%-211.8pp |
| Employer contribution / active EE | $835 | $4,015-79.2% | $3,754-77.7% | $4,299-80.6% |
| Participant deferral / active EE | $3,820 | $5,564-31.3% | $5,116-25.3% | $6,507-41.3% |
| Admin fee / account holder | $16,541 | $9,860+67.8% | $8,919+85.5% | $12,624+31.0% |