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 | $133,042 | $165,984-19.8% | $164,813-19.3% | $145,922-8.8% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-21.9pp |
| Annual return | 8.33% | 100.03%-91.7pp | 69.93%-61.6pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,988 | $5,273-62.3% | $4,341-54.2% | $4,660-57.3% |
| Participant deferral / active EE | $2,118 | $6,959-69.6% | $6,031-64.9% | $6,688-68.3% |
| Admin fee / account holder | $7,854 | $16,648-52.8% | $12,690-38.1% | $13,397-41.4% |