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 | $72,434 | $183,963-60.6% | $162,163-55.3% | $152,861-52.6% |
| Participation rate | 69.6% | 88.5%-18.9pp | 87.6%-18.0pp | 82.4%-12.9pp |
| Annual return | 10.10% | 150.76%-140.7pp | 115.59%-105.5pp | 345.32%-335.2pp |
| Employer contribution / active EE | $1,559 | $6,371-75.5% | $5,614-72.2% | $4,762-67.3% |
| Participant deferral / active EE | $3,237 | $8,034-59.7% | $7,298-55.6% | $5,850-44.7% |
| Admin fee / account holder | $16,409 | $13,121+25.1% | $10,843+51.3% | $11,596+41.5% |