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 5-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 | $65,038 | $201,272-67.7% | $184,203-64.7% | $145,922-55.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 8.18% | 29.00%-20.8pp | 28.81%-20.6pp | 561.29%-553.1pp |
| Employer contribution / active EE | $5,604 | $7,022-20.2% | $6,427-12.8% | $4,660+20.3% |
| Participant deferral / active EE | $7,120 | $9,806-27.4% | $9,131-22.0% | $6,688+6.5% |
| Admin fee / account holder | $48,093 | $16,364+193.9% | $13,901+246.0% | $13,397+259.0% |