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 | $45,127 | $99,652-54.7% | $78,778-42.7% | $147,584-69.4% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 6.32% | 47.28%-41.0pp | 35.62%-29.3pp | 578.55%-572.2pp |
| Employer contribution / active EE | $3,230 | $2,796+15.5% | $1,986+62.6% | $4,876-33.8% |
| Participant deferral / active EE | $4,032 | $3,664+10.0% | $2,958+36.3% | $5,439-25.9% |
| Admin fee / account holder | $2,630 | $7,155-63.2% | $5,134-48.8% | $10,885-75.8% |