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 | $60,271 | $183,519-67.2% | $155,509-61.2% | $145,922-58.7% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 7.14% | 61.17%-54.0pp | 64.67%-57.5pp | 561.29%-554.1pp |
| Employer contribution / active EE | $6,778 | $5,313+27.6% | $4,672+45.1% | $4,660+45.5% |
| Participant deferral / active EE | $11,110 | $6,462+71.9% | $5,626+97.5% | $6,688+66.1% |
| Admin fee / account holder | $2,244,483 | $19,313+11521.6% | $15,912+14005.6% | $13,397+16653.7% |