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 | $137,995 | $159,602-13.5% | $150,045-8.0% | $142,382-3.1% |
| Participation rate | 27.8% | 84.0%-56.2pp | 82.3%-54.5pp | 80.1%-52.3pp |
| Annual return | 4.78% | 70.24%-65.5pp | 62.55%-57.8pp | 217.08%-212.3pp |
| Employer contribution / active EE | $1,057 | $4,961-78.7% | $4,693-77.5% | $4,299-75.4% |
| Participant deferral / active EE | $3,383 | $8,310-59.3% | $7,997-57.7% | $6,507-48.0% |
| Admin fee / account holder | $1,697 | $14,846-88.6% | $13,435-87.4% | $12,624-86.6% |