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 | $110,349 | $165,984-33.5% | $164,813-33.0% | $145,922-24.4% |
| Participation rate | 61.9% | 82.0%-20.1pp | 78.6%-16.7pp | 80.3%-18.4pp |
| Annual return | 6.57% | 100.03%-93.5pp | 69.93%-63.4pp | 561.29%-554.7pp |
| Employer contribution / active EE | $1,614 | $5,273-69.4% | $4,341-62.8% | $4,660-65.4% |
| Participant deferral / active EE | $2,498 | $6,959-64.1% | $6,031-58.6% | $6,688-62.6% |
| Admin fee / account holder | $12,899 | $16,648-22.5% | $12,690+1.6% | $13,397-3.7% |