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 | $115,348 | $148,534-22.3% | $135,903-15.1% | $139,434-17.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 11.33% | 79.19%-67.9pp | 68.23%-56.9pp | 372.94%-361.6pp |
| Employer contribution / active EE | $2,113 | $5,243-59.7% | $4,856-56.5% | $4,751-55.5% |
| Participant deferral / active EE | $3,445 | $8,100-57.5% | $7,758-55.6% | $6,710-48.7% |
| Admin fee / account holder | $18,680 | $12,400+50.6% | $10,762+73.6% | $11,403+63.8% |