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 | $37,541 | $144,119-74.0% | $117,854-68.1% | $147,584-74.6% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 4.22% | 531.15%-526.9pp | 335.08%-330.9pp | 578.55%-574.3pp |
| Employer contribution / active EE | $1,595 | $4,896-67.4% | $3,786-57.9% | $4,876-67.3% |
| Participant deferral / active EE | $4,111 | $5,316-22.7% | $4,482-8.3% | $5,439-24.4% |
| Admin fee / account holder | $25,533 | $10,886+134.6% | $8,020+218.4% | $10,885+134.6% |