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 | $64,036 | $148,534-56.9% | $135,903-52.9% | $139,434-54.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 9.28% | 79.19%-69.9pp | 68.23%-58.9pp | 372.94%-363.7pp |
| Employer contribution / active EE | $1,479 | $5,243-71.8% | $4,856-69.5% | $4,751-68.9% |
| Participant deferral / active EE | $5,967 | $8,100-26.3% | $7,758-23.1% | $6,710-11.1% |
| Admin fee / account holder | $64,441 | $12,400+419.7% | $10,762+498.8% | $11,403+465.1% |