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 8-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 | $40,507 | $157,256-74.2% | $141,162-71.3% | $152,861-73.5% |
| Participation rate | 26.7% | 84.8%-58.2pp | 82.5%-55.8pp | 82.4%-55.8pp |
| Annual return | 10.29% | 64.32%-54.0pp | 71.39%-61.1pp | 345.32%-335.0pp |
| Employer contribution / active EE | $4,102 | $5,261-22.0% | $4,735-13.4% | $4,762-13.9% |
| Participant deferral / active EE | $10,105 | $7,109+42.1% | $6,709+50.6% | $5,850+72.7% |
| Admin fee / account holder | $679 | $12,120-94.4% | $10,261-93.4% | $11,596-94.1% |