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 | $137,368 | $177,572-22.6% | $154,803-11.3% | $142,382-3.5% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 8.49% | 65.07%-56.6pp | 58.88%-50.4pp | 217.08%-208.6pp |
| Employer contribution / active EE | $2,047 | $4,810-57.4% | $4,305-52.5% | $4,299-52.4% |
| Participant deferral / active EE | $5,298 | $6,272-15.5% | $5,540-4.4% | $6,507-18.6% |
| Admin fee / account holder | $1,286 | $16,786-92.3% | $14,329-91.0% | $12,624-89.8% |