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 | $51,383 | $114,047-54.9% | $96,139-46.6% | $167,490-69.3% |
| Participation rate | 58.3% | 75.1%-16.7pp | 68.4%-10.1pp | 82.1%-23.8pp |
| Annual return | 8.36% | 189.88%-181.5pp | 191.94%-183.6pp | 478.56%-470.2pp |
| Employer contribution / active EE | $1,486 | $3,427-56.6% | $2,797-46.9% | $4,837-69.3% |
| Participant deferral / active EE | $3,426 | $5,194-34.0% | $4,349-21.2% | $6,341-46.0% |
| Admin fee / account holder | $1,362 | $6,897-80.3% | $5,537-75.4% | $12,309-88.9% |