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 7-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 | $57,897 | $183,519-68.5% | $155,509-62.8% | $145,922-60.3% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 7.10% | 61.17%-54.1pp | 64.67%-57.6pp | 561.29%-554.2pp |
| Employer contribution / active EE | $2,343 | $5,313-55.9% | $4,672-49.9% | $4,660-49.7% |
| Participant deferral / active EE | $4,961 | $6,462-23.2% | $5,626-11.8% | $6,688-25.8% |
| Admin fee / account holder | $2,027 | $19,313-89.5% | $15,912-87.3% | $13,397-84.9% |