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 | $136,020 | $209,411-35.0% | $178,490-23.8% | $158,922-14.4% |
| Participation rate | 63.6% | 86.3%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 5.28% | 188.75%-183.5pp | 151.07%-145.8pp | 302.83%-297.5pp |
| Employer contribution / active EE | $2,746 | $5,706-51.9% | $5,011-45.2% | $4,761-42.3% |
| Participant deferral / active EE | $8,672 | $5,954+45.6% | $5,202+66.7% | $5,982+45.0% |
| Admin fee / account holder | $503 | $17,074-97.1% | $13,984-96.4% | $11,246-95.5% |