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 | $103,094 | $133,922-23.0% | $116,228-11.3% | $142,382-27.6% |
| Participation rate | 45.0% | 77.9%-32.9pp | 74.6%-29.6pp | 80.1%-35.1pp |
| Annual return | 8.59% | 147.76%-139.2pp | 90.06%-81.5pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,267 | $3,446-63.2% | $2,994-57.7% | $4,299-70.5% |
| Participant deferral / active EE | $2,576 | $5,672-54.6% | $4,953-48.0% | $6,507-60.4% |
| Admin fee / account holder | $456 | $14,945-96.9% | $11,989-96.2% | $12,624-96.4% |