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 | $92,297 | $159,602-42.2% | $150,045-38.5% | $142,382-35.2% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.3%-14.1pp | 80.1%-11.9pp |
| Annual return | 6.31% | 70.24%-63.9pp | 62.55%-56.2pp | 217.08%-210.8pp |
| Employer contribution / active EE | $3,049 | $4,961-38.5% | $4,693-35.0% | $4,299-29.1% |
| Participant deferral / active EE | $5,127 | $8,310-38.3% | $7,997-35.9% | $6,507-21.2% |
| Admin fee / account holder | $3,742 | $14,846-74.8% | $13,435-72.1% | $12,624-70.4% |