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 | $158,164 | $214,378-26.2% | $200,582-21.1% | $142,382+11.1% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 8.82% | 46.41%-37.6pp | 42.33%-33.5pp | 217.08%-208.3pp |
| Employer contribution / active EE | $3,307 | $6,841-51.7% | $6,419-48.5% | $4,299-23.1% |
| Participant deferral / active EE | $4,618 | $9,865-53.2% | $9,331-50.5% | $6,507-29.0% |
| Admin fee / account holder | $3,214 | $17,692-81.8% | $16,305-80.3% | $12,624-74.5% |