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 | $153,680 | $217,402-29.3% | $185,823-17.3% | $167,490-8.2% |
| Participation rate | 45.5% | 86.0%-40.6pp | 81.7%-36.2pp | 82.1%-36.7pp |
| Annual return | 7.85% | 148.36%-140.5pp | 122.05%-114.2pp | 478.56%-470.7pp |
| Employer contribution / active EE | $1,365 | $5,873-76.8% | $5,167-73.6% | $4,837-71.8% |
| Participant deferral / active EE | $3,630 | $6,356-42.9% | $5,568-34.8% | $6,341-42.7% |
| Admin fee / account holder | $2,123 | $19,811-89.3% | $16,237-86.9% | $12,309-82.8% |