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 | $113,513 | $114,381-0.8% | $107,525+5.6% | $142,382-20.3% |
| Participation rate | 41.7% | 78.1%-36.5pp | 75.1%-33.4pp | 80.1%-38.5pp |
| Annual return | 4.13% | 242.71%-238.6pp | 181.32%-177.2pp | 217.08%-212.9pp |
| Employer contribution / active EE | $1,370 | $4,015-65.9% | $3,754-63.5% | $4,299-68.1% |
| Participant deferral / active EE | $2,249 | $5,564-59.6% | $5,116-56.0% | $6,507-65.4% |
| Admin fee / account holder | $8,700 | $9,860-11.8% | $8,919-2.4% | $12,624-31.1% |