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 | $103,938 | $183,519-43.4% | $155,509-33.2% | $145,922-28.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 7.36% | 61.17%-53.8pp | 64.67%-57.3pp | 561.29%-553.9pp |
| Employer contribution / active EE | $3,055 | $5,313-42.5% | $4,672-34.6% | $4,660-34.4% |
| Participant deferral / active EE | $7,375 | $6,462+14.1% | $5,626+31.1% | $6,688+10.3% |
| Admin fee / account holder | $619 | $19,313-96.8% | $15,912-96.1% | $13,397-95.4% |