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 | $97,646 | $148,534-34.3% | $135,903-28.1% | $139,434-30.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 4.30% | 79.19%-74.9pp | 68.23%-63.9pp | 372.94%-368.6pp |
| Employer contribution / active EE | $6,416 | $5,243+22.4% | $4,856+32.1% | $4,751+35.0% |
| Participant deferral / active EE | $13,158 | $8,100+62.4% | $7,758+69.6% | $6,710+96.1% |
| Admin fee / account holder | $80,778 | $12,400+551.4% | $10,762+650.6% | $11,403+608.4% |