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 | $33,911 | $165,335-79.5% | $149,696-77.3% | $158,922-78.7% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 7.89% | 348.15%-340.3pp | 276.60%-268.7pp | 302.83%-294.9pp |
| Employer contribution / active EE | $9,071 | $5,103+77.8% | $4,644+95.3% | $4,761+90.5% |
| Participant deferral / active EE | $19,001 | $7,181+164.6% | $6,842+177.7% | $5,982+217.6% |
| Admin fee / account holder | $33,094 | $10,807+206.2% | $9,309+255.5% | $11,246+194.3% |