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 | $110,740 | $150,187-26.3% | $120,354-8.0% | $145,922-24.1% |
| Participation rate | 57.1% | 78.8%-21.6pp | 71.9%-14.8pp | 80.3%-23.1pp |
| Annual return | 2.76% | 154.07%-151.3pp | 107.15%-104.4pp | 561.29%-558.5pp |
| Employer contribution / active EE | $2,243 | $4,348-48.4% | $3,463-35.2% | $4,660-51.9% |
| Participant deferral / active EE | $3,036 | $6,173-50.8% | $4,991-39.2% | $6,688-54.6% |
| Admin fee / account holder | $1,255 | $12,207-89.7% | $9,423-86.7% | $13,397-90.6% |