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 | $114,485 | $177,572-35.5% | $154,803-26.0% | $142,382-19.6% |
| Participation rate | 68.2% | 82.1%-13.9pp | 78.1%-9.9pp | 80.1%-11.9pp |
| Annual return | 9.42% | 65.07%-55.6pp | 58.88%-49.5pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,838 | $4,810-61.8% | $4,305-57.3% | $4,299-57.3% |
| Participant deferral / active EE | $3,800 | $6,272-39.4% | $5,540-31.4% | $6,507-41.6% |
| Admin fee / account holder | $39,648 | $16,786+136.2% | $14,329+176.7% | $12,624+214.1% |