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 | $47,147 | $97,125-51.5% | $86,233-45.3% | $137,256-65.7% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.0%-69.0pp | 80.0%-80.0pp |
| Annual return | 9.10% | 74.19%-65.1pp | 61.39%-52.3pp | 220.34%-211.2pp |
| Employer contribution / active EE | $1,993 | $2,841-29.9% | $2,504-20.4% | $4,156-52.1% |
| Participant deferral / active EE | $4,229 | $5,180-18.4% | $4,559-7.2% | $6,407-34.0% |
| Admin fee / account holder | $7,664 | $9,725-21.2% | $8,342-8.1% | $12,270-37.5% |