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 | $117,662 | $183,519-35.9% | $155,509-24.3% | $145,922-19.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 5.35% | 61.17%-55.8pp | 64.67%-59.3pp | 561.29%-555.9pp |
| Employer contribution / active EE | $6,956 | $5,313+30.9% | $4,672+48.9% | $4,660+49.3% |
| Participant deferral / active EE | $21,500 | $6,462+232.7% | $5,626+282.1% | $6,688+221.5% |
| Admin fee / account holder | $11,042 | $19,313-42.8% | $15,912-30.6% | $13,397-17.6% |