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 | $67,755 | $105,181-35.6% | $159,436-57.5% | $85,850-21.1% |
| Participation rate | 65.2% | 75.8%-10.6pp | 82.8%-17.6pp | 69.3%-4.1pp |
| Annual return | 9.75% | 45.07%-35.3pp | 263.57%-253.8pp | 318.53%-308.8pp |
| Employer contribution / active EE | $2,600 | $3,318-21.6% | $4,829-46.2% | $2,565+1.4% |
| Participant deferral / active EE | $8,250 | $5,945+38.8% | $7,352+12.2% | $3,952+108.8% |
| Admin fee / account holder | $1,280 | $6,933-81.5% | $10,799-88.1% | $6,260-79.5% |