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 | $79,093 | $114,381-30.9% | $107,525-26.4% | $142,382-44.4% |
| Participation rate | 55.6% | 78.1%-22.6pp | 75.1%-19.5pp | 80.1%-24.6pp |
| Annual return | 10.86% | 242.71%-231.8pp | 181.32%-170.5pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,180 | $4,015-70.6% | $3,754-68.6% | $4,299-72.5% |
| Participant deferral / active EE | $3,284 | $5,564-41.0% | $5,116-35.8% | $6,507-49.5% |
| Admin fee / account holder | $27,731 | $9,860+181.2% | $8,919+210.9% | $12,624+119.7% |