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 | $106,830 | $114,381-6.6% | $107,525-0.6% | $142,382-25.0% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 4.43% | 242.71%-238.3pp | 181.32%-176.9pp | 217.08%-212.6pp |
| Employer contribution / active EE | $1,479 | $4,015-63.2% | $3,754-60.6% | $4,299-65.6% |
| Participant deferral / active EE | $2,936 | $5,564-47.2% | $5,116-42.6% | $6,507-54.9% |
| Admin fee / account holder | $32,011 | $9,860+224.6% | $8,919+258.9% | $12,624+153.6% |