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 | $37,231 | $105,998-64.9% | $92,233-59.6% | $147,584-74.8% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 6.91% | 50.05%-43.1pp | 176.28%-169.4pp | 578.55%-571.6pp |
| Employer contribution / active EE | $5,821 | $4,333+34.3% | $3,679+58.2% | $4,876+19.4% |
| Participant deferral / active EE | $2,570 | $4,478-42.6% | $3,897-34.0% | $5,439-52.7% |
| Admin fee / account holder | $9,011 | $6,332+42.3% | $5,194+73.5% | $10,885-17.2% |