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 | $100,773-53.2% | $88,946-47.0% | $142,382-66.9% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.8%-68.8pp | 80.1%-80.1pp |
| Annual return | 9.10% | 70.18%-61.1pp | 57.82%-48.7pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,993 | $2,918-31.7% | $2,555-22.0% | $4,299-53.7% |
| Participant deferral / active EE | $4,229 | $5,230-19.1% | $4,581-7.7% | $6,507-35.0% |
| Admin fee / account holder | $7,664 | $9,693-20.9% | $8,261-7.2% | $12,624-39.3% |