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 | $33,774 | $210,648-84.0% | $177,989-81.0% | $145,922-76.9% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 4.94% | 385.86%-380.9pp | 294.48%-289.5pp | 561.29%-556.3pp |
| Employer contribution / active EE | $1,343 | $4,565-70.6% | $3,949-66.0% | $4,660-71.2% |
| Participant deferral / active EE | $3,673 | $6,958-47.2% | $6,276-41.5% | $6,688-45.1% |
| Admin fee / account holder | $3,507 | $12,013-70.8% | $10,363-66.2% | $13,397-73.8% |