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 5-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 | $94,054 | $114,047-17.5% | $96,139-2.2% | $167,490-43.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 6.46% | 189.88%-183.4pp | 191.94%-185.5pp | 478.56%-472.1pp |
| Employer contribution / active EE | $721 | $3,427-79.0% | $2,797-74.2% | $4,837-85.1% |
| Participant deferral / active EE | $2,704 | $5,194-47.9% | $4,349-37.8% | $6,341-57.4% |
| Admin fee / account holder | $11,605 | $6,897+68.3% | $5,537+109.6% | $12,309-5.7% |