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 | $110,562 | $154,228-28.3% | $145,433-24.0% | $137,256-19.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 8.10% | 74.59%-66.5pp | 66.58%-58.5pp | 220.34%-212.2pp |
| Employer contribution / active EE | $3,068 | $4,804-36.1% | $4,554-32.6% | $4,156-26.2% |
| Participant deferral / active EE | $4,185 | $8,216-49.1% | $7,897-47.0% | $6,407-34.7% |
| Admin fee / account holder | $67,625 | $14,344+371.5% | $13,129+415.1% | $12,270+451.1% |