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 | $113,437 | $114,381-0.8% | $107,525+5.5% | $142,382-20.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 3.78% | 242.71%-238.9pp | 181.32%-177.5pp | 217.08%-213.3pp |
| Employer contribution / active EE | $1,104 | $4,015-72.5% | $3,754-70.6% | $4,299-74.3% |
| Participant deferral / active EE | $2,208 | $5,564-60.3% | $5,116-56.8% | $6,507-66.1% |
| Admin fee / account holder | $2,956 | $9,860-70.0% | $8,919-66.9% | $12,624-76.6% |