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 | $70,361 | $144,119-51.2% | $117,854-40.3% | $147,584-52.3% |
| Participation rate | 57.1% | 83.4%-26.3pp | 79.7%-22.5pp | 82.8%-25.7pp |
| Annual return | 4.89% | 531.15%-526.3pp | 335.08%-330.2pp | 578.55%-573.7pp |
| Employer contribution / active EE | $1,513 | $4,896-69.1% | $3,786-60.0% | $4,876-69.0% |
| Participant deferral / active EE | $1,811 | $5,316-65.9% | $4,482-59.6% | $5,439-66.7% |
| Admin fee / account holder | $1,426 | $10,886-86.9% | $8,020-82.2% | $10,885-86.9% |