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 7-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 | $132,090 | $176,056-25.0% | $159,436-17.2% | $167,490-21.1% |
| Participation rate | 44.4% | 84.9%-40.5pp | 82.8%-38.4pp | 82.1%-37.7pp |
| Annual return | 6.16% | 331.75%-325.6pp | 263.57%-257.4pp | 478.56%-472.4pp |
| Employer contribution / active EE | $1,213 | $5,297-77.1% | $4,829-74.9% | $4,837-74.9% |
| Participant deferral / active EE | $3,574 | $7,750-53.9% | $7,352-51.4% | $6,341-43.6% |
| Admin fee / account holder | $12,106 | $12,554-3.6% | $10,799+12.1% | $12,309-1.7% |