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 | $65,876 | $158,398-58.4% | $126,539-47.9% | $142,382-53.7% |
| Participation rate | 33.3% | 75.8%-42.5pp | 69.8%-36.5pp | 80.1%-46.8pp |
| Annual return | 9.74% | 593.76%-584.0pp | 425.95%-416.2pp | 217.08%-207.3pp |
| Employer contribution / active EE | $10,573 | $4,650+127.4% | $3,674+187.8% | $4,299+145.9% |
| Participant deferral / active EE | $23,130 | $4,767+385.2% | $4,083+466.5% | $6,507+255.4% |
| Admin fee / account holder | $16,105 | $6,918+132.8% | $6,065+165.6% | $12,624+27.6% |