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 | $99,852 | $133,922-25.4% | $116,228-14.1% | $142,382-29.9% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.6%-9.8pp | 80.1%-15.4pp |
| Annual return | 7.11% | 147.76%-140.6pp | 90.06%-82.9pp | 217.08%-210.0pp |
| Employer contribution / active EE | $4,368 | $3,446+26.8% | $2,994+45.9% | $4,299+1.6% |
| Participant deferral / active EE | $5,685 | $5,672+0.2% | $4,953+14.8% | $6,507-12.6% |
| Admin fee / account holder | $61,073 | $14,945+308.7% | $11,989+409.4% | $12,624+383.8% |