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 | $29,930 | $183,519-83.7% | $155,509-80.8% | $145,922-79.5% |
| Participation rate | 63.6% | 82.7%-19.0pp | 78.2%-14.5pp | 80.3%-16.6pp |
| Annual return | 5.61% | 61.17%-55.6pp | 64.67%-59.1pp | 561.29%-555.7pp |
| Employer contribution / active EE | $2,213 | $5,313-58.4% | $4,672-52.6% | $4,660-52.5% |
| Participant deferral / active EE | $4,974 | $6,462-23.0% | $5,626-11.6% | $6,688-25.6% |
| Admin fee / account holder | $1,341 | $19,313-93.1% | $15,912-91.6% | $13,397-90.0% |