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 | $105,022 | $148,534-29.3% | $135,903-22.7% | $139,434-24.7% |
| Participation rate | 38.5% | 83.9%-45.4pp | 81.9%-43.4pp | 80.3%-41.9pp |
| Annual return | 9.91% | 79.19%-69.3pp | 68.23%-58.3pp | 372.94%-363.0pp |
| Employer contribution / active EE | $1,424 | $5,243-72.8% | $4,856-70.7% | $4,751-70.0% |
| Participant deferral / active EE | $3,373 | $8,100-58.4% | $7,758-56.5% | $6,710-49.7% |
| Admin fee / account holder | $56,726 | $12,400+357.5% | $10,762+427.1% | $11,403+397.5% |