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 | $86,603 | $157,256-44.9% | $141,162-38.6% | $152,861-43.3% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.4%-18.8pp |
| Annual return | 11.37% | 64.32%-52.9pp | 71.39%-60.0pp | 345.32%-333.9pp |
| Employer contribution / active EE | $1,826 | $5,261-65.3% | $4,735-61.4% | $4,762-61.6% |
| Participant deferral / active EE | $4,902 | $7,109-31.1% | $6,709-26.9% | $5,850-16.2% |
| Admin fee / account holder | $8,525 | $12,120-29.7% | $10,261-16.9% | $11,596-26.5% |