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 | $97,462 | $153,772-36.6% | $133,980-27.3% | $273,961-64.4% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.1%-24.6pp | 83.0%-20.5pp |
| Annual return | -0.24% | 36.51%-36.8pp | 29.30%-29.5pp | 41.45%-41.7pp |
| Employer contribution / active EE | $3,103 | $6,029-48.5% | $5,211-40.5% | $4,869-36.3% |
| Participant deferral / active EE | $4,541 | $6,958-34.7% | $6,282-27.7% | $5,287-14.1% |
| Admin fee / account holder | $797 | $11,765-93.2% | $9,324-91.5% | $10,132-92.1% |