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 | $100,288 | $100,773-0.5% | $88,946+12.8% | $142,382-29.6% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.8%-11.7pp | 80.1%-23.0pp |
| Annual return | 5.51% | 70.18%-64.7pp | 57.82%-52.3pp | 217.08%-211.6pp |
| Employer contribution / active EE | $852 | $2,918-70.8% | $2,555-66.7% | $4,299-80.2% |
| Participant deferral / active EE | $2,657 | $5,230-49.2% | $4,581-42.0% | $6,507-59.2% |
| Admin fee / account holder | $60,365 | $9,693+522.8% | $8,261+630.7% | $12,624+378.2% |