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 | $70,294 | $107,334-34.5% | $92,893-24.3% | $152,861-54.0% |
| Participation rate | 36.4% | 79.8%-43.4pp | 76.0%-39.6pp | 82.4%-46.1pp |
| Annual return | 5.32% | 145.58%-140.3pp | 109.41%-104.1pp | 345.32%-340.0pp |
| Employer contribution / active EE | $935 | $4,221-77.8% | $3,653-74.4% | $4,762-80.4% |
| Participant deferral / active EE | $2,168 | $4,845-55.3% | $4,236-48.8% | $5,850-62.9% |
| Admin fee / account holder | $3,293 | $7,079-53.5% | $5,794-43.2% | $11,596-71.6% |