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 | $93,837 | $175,202-46.4% | $149,673-37.3% | $139,434-32.7% |
| Participation rate | 47.4% | 83.4%-36.0pp | 78.8%-31.4pp | 80.3%-33.0pp |
| Annual return | 3.29% | 166.71%-163.4pp | 134.42%-131.1pp | 372.94%-369.6pp |
| Employer contribution / active EE | $3,058 | $5,474-44.1% | $4,818-36.5% | $4,751-35.6% |
| Participant deferral / active EE | $2,443 | $6,519-62.5% | $5,680-57.0% | $6,710-63.6% |
| Admin fee / account holder | $1,880 | $16,150-88.4% | $13,210-85.8% | $11,403-83.5% |