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 | $98,037 | $177,572-44.8% | $154,803-36.7% | $142,382-31.1% |
| Participation rate | 27.8% | 82.1%-54.3pp | 78.1%-50.3pp | 80.1%-52.3pp |
| Annual return | 4.24% | 65.07%-60.8pp | 58.88%-54.6pp | 217.08%-212.8pp |
| Employer contribution / active EE | $1,469 | $4,810-69.5% | $4,305-65.9% | $4,299-65.8% |
| Participant deferral / active EE | $5,026 | $6,272-19.9% | $5,540-9.3% | $6,507-22.8% |
| Admin fee / account holder | $90,975 | $16,786+442.0% | $14,329+534.9% | $12,624+620.7% |