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 | $119,834 | $159,602-24.9% | $150,045-20.1% | $142,382-15.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 3.88% | 70.24%-66.4pp | 62.55%-58.7pp | 217.08%-213.2pp |
| Employer contribution / active EE | $8,740 | $4,961+76.2% | $4,693+86.2% | $4,299+103.3% |
| Participant deferral / active EE | $4,804 | $8,310-42.2% | $7,997-39.9% | $6,507-26.2% |
| Admin fee / account holder | $5,572 | $14,846-62.5% | $13,435-58.5% | $12,624-55.9% |