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 5-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 | $107,314 | $214,378-49.9% | $200,582-46.5% | $142,382-24.6% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.9%-46.9pp | 80.1%-40.1pp |
| Annual return | 10.91% | 46.41%-35.5pp | 42.33%-31.4pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,748 | $6,841-59.8% | $6,419-57.2% | $4,299-36.1% |
| Participant deferral / active EE | $9,400 | $9,865-4.7% | $9,331+0.7% | $6,507+44.5% |
| Admin fee / account holder | $6,886 | $17,692-61.1% | $16,305-57.8% | $12,624-45.5% |