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 | $58,277 | $177,572-67.2% | $154,803-62.4% | $142,382-59.1% |
| Participation rate | 56.3% | 82.1%-25.8pp | 78.1%-21.8pp | 80.1%-23.9pp |
| Annual return | 5.26% | 65.07%-59.8pp | 58.88%-53.6pp | 217.08%-211.8pp |
| Employer contribution / active EE | $1,763 | $4,810-63.4% | $4,305-59.1% | $4,299-59.0% |
| Participant deferral / active EE | $1,949 | $6,272-68.9% | $5,540-64.8% | $6,507-70.0% |
| Admin fee / account holder | $447 | $16,786-97.3% | $14,329-96.9% | $12,624-96.5% |