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 | $65,494 | $159,602-59.0% | $150,045-56.4% | $142,382-54.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 9.39% | 70.24%-60.9pp | 62.55%-53.2pp | 217.08%-207.7pp |
| Employer contribution / active EE | $3,973 | $4,961-19.9% | $4,693-15.3% | $4,299-7.6% |
| Participant deferral / active EE | $24,379 | $8,310+193.4% | $7,997+204.9% | $6,507+274.7% |
| Admin fee / account holder | $26,924 | $14,846+81.4% | $13,435+100.4% | $12,624+113.3% |