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 | $124,035 | $165,335-25.0% | $149,696-17.1% | $158,922-22.0% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 7.18% | 348.15%-341.0pp | 276.60%-269.4pp | 302.83%-295.6pp |
| Employer contribution / active EE | $1,507 | $5,103-70.5% | $4,644-67.6% | $4,761-68.4% |
| Participant deferral / active EE | $3,193 | $7,181-55.5% | $6,842-53.3% | $5,982-46.6% |
| Admin fee / account holder | $12,088 | $10,807+11.9% | $9,309+29.9% | $11,246+7.5% |