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 | $57,464 | $198,466-71.0% | $170,442-66.3% | $147,584-61.1% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 5.30% | 257.29%-252.0pp | 205.93%-200.6pp | 578.55%-573.3pp |
| Employer contribution / active EE | $1,740 | $6,184-71.9% | $5,433-68.0% | $4,876-64.3% |
| Participant deferral / active EE | $4,933 | $5,629-12.4% | $4,939-0.1% | $5,439-9.3% |
| Admin fee / account holder | $57,256 | $16,852+239.8% | $13,880+312.5% | $10,885+426.0% |