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 | $132,634-22.3% | $115,768-10.9% | $137,256-24.9% |
| Participation rate | 45.0% | 77.9%-32.9pp | 74.4%-29.4pp | 80.0%-35.0pp |
| Annual return | 8.59% | 160.70%-152.1pp | 100.46%-91.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,267 | $3,360-62.3% | $2,940-56.9% | $4,156-69.5% |
| Participant deferral / active EE | $2,576 | $5,619-54.1% | $4,917-47.6% | $6,407-59.8% |
| Admin fee / account holder | $456 | $15,028-97.0% | $12,439-96.3% | $12,270-96.3% |