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 | $138,562 | $165,335-16.2% | $149,696-7.4% | $158,922-12.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 4.02% | 348.15%-344.1pp | 276.60%-272.6pp | 302.83%-298.8pp |
| Employer contribution / active EE | $2,530 | $5,103-50.4% | $4,644-45.5% | $4,761-46.9% |
| Participant deferral / active EE | $7,483 | $7,181+4.2% | $6,842+9.4% | $5,982+25.1% |
| Admin fee / account holder | $45,895 | $10,807+324.7% | $9,309+393.0% | $11,246+308.1% |