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 | $102,914 | $176,056-41.5% | $159,436-35.5% | $167,490-38.6% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 9.57% | 331.75%-322.2pp | 263.57%-254.0pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,575 | $5,297-70.3% | $4,829-67.4% | $4,837-67.4% |
| Participant deferral / active EE | $3,875 | $7,750-50.0% | $7,352-47.3% | $6,341-38.9% |
| Admin fee / account holder | $759 | $12,554-94.0% | $10,799-93.0% | $12,309-93.8% |