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 7-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 | $105,158 | $126,574-16.9% | $106,213-1.0% | $145,922-27.9% |
| Participation rate | 63.6% | 77.6%-14.0pp | 75.3%-11.6pp | 80.3%-16.6pp |
| Annual return | 4.61% | 224.79%-220.2pp | 116.14%-111.5pp | 561.29%-556.7pp |
| Employer contribution / active EE | $1,465 | $3,730-60.7% | $3,171-53.8% | $4,660-68.6% |
| Participant deferral / active EE | $3,292 | $5,724-42.5% | $5,016-34.4% | $6,688-50.8% |
| Admin fee / account holder | $2,787 | $17,304-83.9% | $11,033-74.7% | $13,397-79.2% |