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 | $142,194 | $179,726-20.9% | $156,263-9.0% | $142,382-0.1% |
| Participation rate | 46.7% | 82.1%-35.4pp | 78.9%-32.2pp | 80.1%-33.5pp |
| Annual return | 5.74% | 77.86%-72.1pp | 59.47%-53.7pp | 217.08%-211.3pp |
| Employer contribution / active EE | $2,272 | $5,069-55.2% | $4,333-47.6% | $4,299-47.2% |
| Participant deferral / active EE | $2,282 | $6,956-67.2% | $6,158-62.9% | $6,507-64.9% |
| Admin fee / account holder | $7,134 | $17,272-58.7% | $14,255-50.0% | $12,624-43.5% |