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 | $64,278 | $102,966-37.6% | $90,281-28.8% | $152,861-58.0% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.4%-57.4pp |
| Annual return | 8.99% | 95.16%-86.2pp | 78.10%-69.1pp | 345.32%-336.3pp |
| Employer contribution / active EE | $1,075 | $3,139-65.8% | $2,854-62.3% | $4,762-77.4% |
| Participant deferral / active EE | $4,892 | $4,281+14.3% | $3,885+25.9% | $5,850-16.4% |
| Admin fee / account holder | $364 | $6,171-94.1% | $5,351-93.2% | $11,596-96.9% |