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 | $82,901 | $103,376-19.8% | $87,100-4.8% | $152,861-45.8% |
| Participation rate | 54.5% | 79.3%-24.8pp | 76.9%-22.3pp | 82.4%-27.9pp |
| Annual return | 1.21% | 28.10%-26.9pp | 28.19%-27.0pp | 345.32%-344.1pp |
| Employer contribution / active EE | $2,181 | $3,220-32.3% | $2,521-13.5% | $4,762-54.2% |
| Participant deferral / active EE | $4,413 | $4,778-7.6% | $4,049+9.0% | $5,850-24.6% |
| Admin fee / account holder | $2,429 | $12,205-80.1% | $7,497-67.6% | $11,596-79.1% |