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 | $102,608 | $127,386-19.5% | $115,037-10.8% | $125,391-18.2% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -3.46% | 31.28%-34.7pp | 26.14%-29.6pp | 282.22%-285.7pp |
| Employer contribution / active EE | $5,010 | $5,166-3.0% | $4,608+8.7% | $4,866+3.0% |
| Participant deferral / active EE | $10,333 | $6,423+60.9% | $6,026+71.5% | $5,352+93.1% |
| Admin fee / account holder | $1,106 | $9,516-88.4% | $8,175-86.5% | $9,540-88.4% |