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 | $75,713 | $102,317-26.0% | $146,958-48.5% | $80,856-6.4% |
| Participation rate | 69.7% | 75.8%-6.1pp | 82.2%-12.4pp | 67.6%+2.1pp |
| Annual return | 11.49% | 134.76%-123.3pp | 418.34%-406.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $3,273 | $3,713-11.9% | $4,933-33.6% | $2,755+18.8% |
| Participant deferral / active EE | $5,771 | $6,644-13.1% | $8,070-28.5% | $4,296+34.3% |
| Admin fee / account holder | $6,407 | $7,941-19.3% | $12,998-50.7% | $6,918-7.4% |