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 | $121,585 | $176,056-30.9% | $159,436-23.7% | $167,490-27.4% |
| Participation rate | 69.2% | 84.9%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 6.18% | 331.75%-325.6pp | 263.57%-257.4pp | 478.56%-472.4pp |
| Employer contribution / active EE | $2,934 | $5,297-44.6% | $4,829-39.2% | $4,837-39.4% |
| Participant deferral / active EE | $7,317 | $7,750-5.6% | $7,352-0.5% | $6,341+15.4% |
| Admin fee / account holder | $609 | $12,554-95.1% | $10,799-94.4% | $12,309-95.1% |