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 | $120,133 | $124,281-3.3% | $109,143+10.1% | $167,490-28.3% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 3.26% | 26.04%-22.8pp | 25.75%-22.5pp | 478.56%-475.3pp |
| Employer contribution / active EE | $3,333 | $4,207-20.8% | $3,722-10.4% | $4,837-31.1% |
| Participant deferral / active EE | $2,889 | $5,255-45.0% | $4,653-37.9% | $6,341-54.4% |
| Admin fee / account holder | $509 | $7,970-93.6% | $6,752-92.5% | $12,309-95.9% |