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 | $25,325 | $74,888-66.2% | $71,209-64.4% | $142,382-82.2% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 6.59% | 345.14%-338.6pp | 282.51%-275.9pp | 217.08%-210.5pp |
| Employer contribution / active EE | $2,837 | $2,854-0.6% | $2,721+4.3% | $4,299-34.0% |
| Participant deferral / active EE | $6,108 | $4,454+37.1% | $4,175+46.3% | $6,507-6.1% |
| Admin fee / account holder | $56,769 | $5,568+919.5% | $5,349+961.3% | $12,624+349.7% |