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 | $99,477 | $114,381-13.0% | $107,525-7.5% | $142,382-30.1% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 10.81% | 242.71%-231.9pp | 181.32%-170.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,705 | $4,015-57.5% | $3,754-54.6% | $4,299-60.3% |
| Participant deferral / active EE | $5,233 | $5,564-6.0% | $5,116+2.3% | $6,507-19.6% |
| Admin fee / account holder | $16,464 | $9,860+67.0% | $8,919+84.6% | $12,624+30.4% |