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 | $49,726 | $154,228-67.8% | $145,433-65.8% | $137,256-63.8% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 3.76% | 74.59%-70.8pp | 66.58%-62.8pp | 220.34%-216.6pp |
| Employer contribution / active EE | $2,883 | $4,804-40.0% | $4,554-36.7% | $4,156-30.6% |
| Participant deferral / active EE | $4,191 | $8,216-49.0% | $7,897-46.9% | $6,407-34.6% |
| Admin fee / account holder | $80,922 | $14,344+464.2% | $13,129+516.4% | $12,270+559.5% |