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 | $108,277 | $144,119-24.9% | $117,854-8.1% | $147,584-26.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 4.76% | 531.15%-526.4pp | 335.08%-330.3pp | 578.55%-573.8pp |
| Employer contribution / active EE | $1,790 | $4,896-63.4% | $3,786-52.7% | $4,876-63.3% |
| Participant deferral / active EE | $6,254 | $5,316+17.7% | $4,482+39.5% | $5,439+15.0% |
| Admin fee / account holder | $16,244 | $10,886+49.2% | $8,020+102.5% | $10,885+49.2% |