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 | $70,239 | $175,202-59.9% | $149,673-53.1% | $139,434-49.6% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 9.61% | 166.71%-157.1pp | 134.42%-124.8pp | 372.94%-363.3pp |
| Employer contribution / active EE | $1,170 | $5,474-78.6% | $4,818-75.7% | $4,751-75.4% |
| Participant deferral / active EE | $4,810 | $6,519-26.2% | $5,680-15.3% | $6,710-28.3% |
| Admin fee / account holder | $1,427 | $16,150-91.2% | $13,210-89.2% | $11,403-87.5% |