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 | $63,348 | $105,126-39.7% | $94,646-33.1% | $139,434-54.6% |
| Participation rate | 56.3% | 82.4%-26.1pp | 80.8%-24.6pp | 80.3%-24.1pp |
| Annual return | 3.10% | 38.03%-34.9pp | 156.71%-153.6pp | 372.94%-369.8pp |
| Employer contribution / active EE | $1,844 | $4,106-55.1% | $3,672-49.8% | $4,751-61.2% |
| Participant deferral / active EE | $4,204 | $7,599-44.7% | $7,418-43.3% | $6,710-37.4% |
| Admin fee / account holder | $7,241 | $8,984-19.4% | $7,231+0.1% | $11,403-36.5% |