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 | $133,152 | $159,901-16.7% | $146,958-9.4% | $145,922-8.8% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-21.9pp |
| Annual return | 5.86% | 98.13%-92.3pp | 418.34%-412.5pp | 561.29%-555.4pp |
| Employer contribution / active EE | $3,218 | $5,286-39.1% | $4,933-34.8% | $4,660-30.9% |
| Participant deferral / active EE | $6,954 | $8,428-17.5% | $8,070-13.8% | $6,688+4.0% |
| Admin fee / account holder | $76,860 | $15,044+410.9% | $12,998+491.3% | $13,397+473.7% |