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 | $65,373 | $144,119-54.6% | $117,854-44.5% | $147,584-55.7% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 4.44% | 531.15%-526.7pp | 335.08%-330.6pp | 578.55%-574.1pp |
| Employer contribution / active EE | $2,128 | $4,896-56.5% | $3,786-43.8% | $4,876-56.4% |
| Participant deferral / active EE | $4,092 | $5,316-23.0% | $4,482-8.7% | $5,439-24.8% |
| Admin fee / account holder | $33,333 | $10,886+206.2% | $8,020+315.6% | $10,885+206.2% |