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 | $116,509 | $54,705+113.0% | $71,209+63.6% | $84,808+37.4% |
| Participation rate | 0.0% | 64.1%-64.1pp | 73.8%-73.8pp | 68.3%-68.3pp |
| Annual return | 12.93% | 35.90%-23.0pp | 282.51%-269.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,299 | $2,158+6.5% | $2,721-15.5% | $2,631-12.6% |
| Participant deferral / active EE | $4,314 | $3,030+42.4% | $4,175+3.3% | $4,212+2.4% |
| Admin fee / account holder | $3,618 | $4,863-25.6% | $5,349-32.3% | $7,344-50.7% |