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 | $74,085 | $135,952-45.5% | $123,892-40.2% | $273,961-73.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 2.78% | 56.63%-53.9pp | 47.52%-44.7pp | 41.45%-38.7pp |
| Employer contribution / active EE | $2,383 | $5,170-53.9% | $4,617-48.4% | $4,869-51.1% |
| Participant deferral / active EE | $5,343 | $6,343-15.8% | $5,984-10.7% | $5,287+1.0% |
| Admin fee / account holder | $24,662 | $9,817+151.2% | $8,357+195.1% | $10,132+143.4% |