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 | $37,023 | $177,572-79.2% | $154,803-76.1% | $142,382-74.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 5.21% | 65.07%-59.9pp | 58.88%-53.7pp | 217.08%-211.9pp |
| Employer contribution / active EE | $4,379 | $4,810-9.0% | $4,305+1.7% | $4,299+1.9% |
| Participant deferral / active EE | $8,650 | $6,272+37.9% | $5,540+56.1% | $6,507+32.9% |
| Admin fee / account holder | $14,400 | $16,786-14.2% | $14,329+0.5% | $12,624+14.1% |