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 5-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 | $44,422 | $172,111-74.2% | $150,298-70.4% | $137,256-67.6% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 9.53% | 69.37%-59.8pp | 62.79%-53.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,461 | $4,636-46.9% | $4,154-40.8% | $4,156-40.8% |
| Participant deferral / active EE | $3,623 | $6,166-41.2% | $5,453-33.6% | $6,407-43.4% |
| Admin fee / account holder | $24,197 | $16,471+46.9% | $14,116+71.4% | $12,270+97.2% |