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 | $71,532 | $217,402-67.1% | $185,823-61.5% | $167,490-57.3% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 6.53% | 148.36%-141.8pp | 122.05%-115.5pp | 478.56%-472.0pp |
| Employer contribution / active EE | $1,256 | $5,873-78.6% | $5,167-75.7% | $4,837-74.0% |
| Participant deferral / active EE | $6,417 | $6,356+1.0% | $5,568+15.3% | $6,341+1.2% |
| Admin fee / account holder | $1,467 | $19,811-92.6% | $16,237-91.0% | $12,309-88.1% |