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 | $104,814 | $175,202-40.2% | $149,673-30.0% | $139,434-24.8% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 9.63% | 166.71%-157.1pp | 134.42%-124.8pp | 372.94%-363.3pp |
| Employer contribution / active EE | $3,259 | $5,474-40.5% | $4,818-32.4% | $4,751-31.4% |
| Participant deferral / active EE | $7,942 | $6,519+21.8% | $5,680+39.8% | $6,710+18.4% |
| Admin fee / account holder | $33,717 | $16,150+108.8% | $13,210+155.2% | $11,403+195.7% |