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 | $78,945 | $102,317-22.8% | $146,958-46.3% | $80,856-2.4% |
| Participation rate | 64.5% | 75.8%-11.3pp | 82.2%-17.6pp | 67.6%-3.1pp |
| Annual return | 11.51% | 134.76%-123.3pp | 418.34%-406.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $3,077 | $3,713-17.1% | $4,933-37.6% | $2,755+11.7% |
| Participant deferral / active EE | $5,931 | $6,644-10.7% | $8,070-26.5% | $4,296+38.1% |
| Admin fee / account holder | $17,553 | $7,941+121.0% | $12,998+35.0% | $6,918+153.7% |