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 | $84,869 | $198,466-57.2% | $170,442-50.2% | $147,584-42.5% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 6.01% | 257.29%-251.3pp | 205.93%-199.9pp | 578.55%-572.5pp |
| Employer contribution / active EE | $1,472 | $6,184-76.2% | $5,433-72.9% | $4,876-69.8% |
| Participant deferral / active EE | $3,012 | $5,629-46.5% | $4,939-39.0% | $5,439-44.6% |
| Admin fee / account holder | $31,429 | $16,852+86.5% | $13,880+126.4% | $10,885+188.7% |