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 | $38,354 | $144,119-73.4% | $117,854-67.5% | $147,584-74.0% |
| Participation rate | 69.2% | 83.4%-14.2pp | 79.7%-10.4pp | 82.8%-13.6pp |
| Annual return | 7.89% | 531.15%-523.3pp | 335.08%-327.2pp | 578.55%-570.7pp |
| Employer contribution / active EE | $1,508 | $4,896-69.2% | $3,786-60.2% | $4,876-69.1% |
| Participant deferral / active EE | $1,805 | $5,316-66.0% | $4,482-59.7% | $5,439-66.8% |
| Admin fee / account holder | $603 | $10,886-94.5% | $8,020-92.5% | $10,885-94.5% |