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 | $101,323 | $165,984-39.0% | $164,813-38.5% | $145,922-30.6% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 7.49% | 100.03%-92.5pp | 69.93%-62.4pp | 561.29%-553.8pp |
| Employer contribution / active EE | $2,671 | $5,273-49.4% | $4,341-38.5% | $4,660-42.7% |
| Participant deferral / active EE | $4,492 | $6,959-35.5% | $6,031-25.5% | $6,688-32.8% |
| Admin fee / account holder | $2,399 | $16,648-85.6% | $12,690-81.1% | $13,397-82.1% |