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 | $76,547 | $159,602-52.0% | $150,045-49.0% | $142,382-46.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 8.82% | 70.24%-61.4pp | 62.55%-53.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $3,815 | $4,961-23.1% | $4,693-18.7% | $4,299-11.3% |
| Participant deferral / active EE | $7,415 | $8,310-10.8% | $7,997-7.3% | $6,507+13.9% |
| Admin fee / account holder | $43,620 | $14,846+193.8% | $13,435+224.7% | $12,624+245.5% |