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 | $55,863 | $111,814-50.0% | $93,654-40.4% | $145,959-61.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 5.48% | 203.30%-197.8pp | 133.34%-127.9pp | 561.95%-556.5pp |
| Employer contribution / active EE | $21,169 | $3,092+584.7% | $2,421+774.4% | $4,661+354.2% |
| Participant deferral / active EE | $14,133 | $4,914+187.6% | $4,413+220.3% | $6,689+111.3% |
| Admin fee / account holder | $8,749 | $10,246-14.6% | $8,282+5.6% | $13,398-34.7% |