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 | $75,469 | $105,998-28.8% | $92,233-18.2% | $147,584-48.9% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 9.22% | 50.05%-40.8pp | 176.28%-167.1pp | 578.55%-569.3pp |
| Employer contribution / active EE | $4,314 | $4,333-0.4% | $3,679+17.2% | $4,876-11.5% |
| Participant deferral / active EE | $12,182 | $4,478+172.0% | $3,897+212.6% | $5,439+124.0% |
| Admin fee / account holder | $2,025 | $6,332-68.0% | $5,194-61.0% | $10,885-81.4% |