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 | $64,090 | $202,432-68.3% | $169,368-62.2% | $139,434-54.0% |
| Participation rate | 0.0% | 81.1%-81.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 5.60% | 531.74%-526.1pp | 405.60%-400.0pp | 372.94%-367.3pp |
| Employer contribution / active EE | $3,343 | $4,692-28.8% | $4,013-16.7% | $4,751-29.6% |
| Participant deferral / active EE | $13,568 | $6,938+95.6% | $6,221+118.1% | $6,710+102.2% |
| Admin fee / account holder | $1,856 | $10,708-82.7% | $9,003-79.4% | $11,403-83.7% |