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 | $79,881 | $217,402-63.3% | $185,823-57.0% | $167,490-52.3% |
| Participation rate | 62.5% | 86.0%-23.5pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 6.29% | 148.36%-142.1pp | 122.05%-115.8pp | 478.56%-472.3pp |
| Employer contribution / active EE | $1,948 | $5,873-66.8% | $5,167-62.3% | $4,837-59.7% |
| Participant deferral / active EE | $4,501 | $6,356-29.2% | $5,568-19.2% | $6,341-29.0% |
| Admin fee / account holder | $73,215 | $19,811+269.6% | $16,237+350.9% | $12,309+494.8% |