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 | $41,362 | $165,984-75.1% | $164,813-74.9% | $145,922-71.7% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.6%-10.2pp | 80.3%-11.9pp |
| Annual return | 4.92% | 100.03%-95.1pp | 69.93%-65.0pp | 561.29%-556.4pp |
| Employer contribution / active EE | $2,435 | $5,273-53.8% | $4,341-43.9% | $4,660-47.7% |
| Participant deferral / active EE | $3,424 | $6,959-50.8% | $6,031-43.2% | $6,688-48.8% |
| Admin fee / account holder | $23,549 | $16,648+41.5% | $12,690+85.6% | $13,397+75.8% |