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 6-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 | $80,469 | $108,919-26.1% | $100,391-19.8% | $145,922-44.9% |
| Participation rate | 66.7% | 82.9%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 9.40% | 57.88%-48.5pp | 49.20%-39.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,533 | $4,419-65.3% | $3,942-61.1% | $4,660-67.1% |
| Participant deferral / active EE | $6,356 | $8,445-24.7% | $8,082-21.4% | $6,688-5.0% |
| Admin fee / account holder | $410 | $9,689-95.8% | $7,899-94.8% | $13,397-96.9% |