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 | $55,357 | $99,652-44.4% | $78,778-29.7% | $147,584-62.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 4.93% | 47.28%-42.4pp | 35.62%-30.7pp | 578.55%-573.6pp |
| Employer contribution / active EE | $4,326 | $2,796+54.7% | $1,986+117.9% | $4,876-11.3% |
| Participant deferral / active EE | $10,204 | $3,664+178.5% | $2,958+244.9% | $5,439+87.6% |
| Admin fee / account holder | $61,756 | $7,155+763.1% | $5,134+1102.9% | $10,885+467.3% |