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 | $105,599 | $183,592-42.5% | $155,567-32.1% | $145,959-27.7% |
| Participation rate | 65.2% | 82.7%-17.5pp | 78.2%-13.0pp | 80.3%-15.1pp |
| Annual return | 8.63% | 61.24%-52.6pp | 64.74%-56.1pp | 561.95%-553.3pp |
| Employer contribution / active EE | $1,163 | $5,315-78.1% | $4,674-75.1% | $4,661-75.1% |
| Participant deferral / active EE | $2,619 | $6,464-59.5% | $5,628-53.5% | $6,689-60.8% |
| Admin fee / account holder | $33,306 | $19,318+72.4% | $15,916+109.3% | $13,398+148.6% |