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 | $60,307 | $226,064-73.3% | $182,532-67.0% | $152,861-60.5% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.0%-8.7pp | 82.4%-13.2pp |
| Annual return | 0.79% | 192.51%-191.7pp | 148.54%-147.7pp | 345.32%-344.5pp |
| Employer contribution / active EE | $4,549 | $4,978-8.6% | $4,076+11.6% | $4,762-4.5% |
| Participant deferral / active EE | $8,153 | $6,368+28.0% | $5,524+47.6% | $5,850+39.4% |
| Admin fee / account holder | $2,554 | $10,703-76.1% | $8,592-70.3% | $11,596-78.0% |