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 | $93,108 | $133,922-30.5% | $116,228-19.9% | $142,382-34.6% |
| Participation rate | 44.4% | 77.9%-33.4pp | 74.6%-30.1pp | 80.1%-35.7pp |
| Annual return | 3.74% | 147.76%-144.0pp | 90.06%-86.3pp | 217.08%-213.3pp |
| Employer contribution / active EE | $1,470 | $3,446-57.3% | $2,994-50.9% | $4,299-65.8% |
| Participant deferral / active EE | $2,597 | $5,672-54.2% | $4,953-47.6% | $6,507-60.1% |
| Admin fee / account holder | $11,870 | $14,945-20.6% | $11,989-1.0% | $12,624-6.0% |