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 | $72,322 | $175,202-58.7% | $149,673-51.7% | $139,434-48.1% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 4.60% | 166.71%-162.1pp | 134.42%-129.8pp | 372.94%-368.3pp |
| Employer contribution / active EE | $2,972 | $5,474-45.7% | $4,818-38.3% | $4,751-37.5% |
| Participant deferral / active EE | $5,673 | $6,519-13.0% | $5,680-0.1% | $6,710-15.5% |
| Admin fee / account holder | $1,342 | $16,150-91.7% | $13,210-89.8% | $11,403-88.2% |