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 | $66,357 | $214,378-69.0% | $200,582-66.9% | $142,382-53.4% |
| Participation rate | 63.2% | 87.4%-24.3pp | 86.9%-23.7pp | 80.1%-17.0pp |
| Annual return | 9.59% | 46.41%-36.8pp | 42.33%-32.7pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,499 | $6,841-78.1% | $6,419-76.6% | $4,299-65.1% |
| Participant deferral / active EE | $4,382 | $9,865-55.6% | $9,331-53.0% | $6,507-32.7% |
| Admin fee / account holder | $88,207 | $17,692+398.6% | $16,305+441.0% | $12,624+598.7% |