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 | $58,334 | $72,071-19.1% | $68,368-14.7% | $137,256-57.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 3.96% | 353.14%-349.2pp | 292.57%-288.6pp | 220.34%-216.4pp |
| Employer contribution / active EE | $4,235 | $2,788+51.9% | $2,649+59.9% | $4,156+1.9% |
| Participant deferral / active EE | $9,753 | $4,410+121.2% | $4,123+136.6% | $6,407+52.2% |
| Admin fee / account holder | $53,967 | $5,336+911.5% | $5,150+947.9% | $12,270+339.8% |