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 | $97,377 | $124,319-21.7% | $111,297-12.5% | $167,490-41.9% |
| Participation rate | 69.2% | 79.6%-10.4pp | 77.3%-8.1pp | 82.1%-12.9pp |
| Annual return | 3.46% | 37.44%-34.0pp | 54.65%-51.2pp | 478.56%-475.1pp |
| Employer contribution / active EE | $5,106 | $3,435+48.6% | $2,731+86.9% | $4,837+5.5% |
| Participant deferral / active EE | $6,140 | $5,180+18.5% | $4,487+36.8% | $6,341-3.2% |
| Admin fee / account holder | $30,486 | $10,618+187.1% | $7,964+282.8% | $12,309+147.7% |