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 | $136,273 | $144,119-5.4% | $117,854+15.6% | $147,584-7.7% |
| Participation rate | 53.8% | 83.4%-29.6pp | 79.7%-25.8pp | 82.8%-29.0pp |
| Annual return | 5.07% | 531.15%-526.1pp | 335.08%-330.0pp | 578.55%-573.5pp |
| Employer contribution / active EE | $1,321 | $4,896-73.0% | $3,786-65.1% | $4,876-72.9% |
| Participant deferral / active EE | $4,217 | $5,316-20.7% | $4,482-5.9% | $5,439-22.5% |
| Admin fee / account holder | $6,877 | $10,886-36.8% | $8,020-14.2% | $10,885-36.8% |