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 | $55,225 | $154,228-64.2% | $145,433-62.0% | $137,256-59.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 5.58% | 74.59%-69.0pp | 66.58%-61.0pp | 220.34%-214.8pp |
| Employer contribution / active EE | $1,776 | $4,804-63.0% | $4,554-61.0% | $4,156-57.3% |
| Participant deferral / active EE | $6,164 | $8,216-25.0% | $7,897-21.9% | $6,407-3.8% |
| Admin fee / account holder | $6,199 | $14,344-56.8% | $13,129-52.8% | $12,270-49.5% |