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 | $65,963 | $115,770-43.0% | $101,248-34.9% | $158,922-58.5% |
| Participation rate | 68.4% | 79.4%-10.9pp | 75.8%-7.4pp | 82.0%-13.5pp |
| Annual return | 7.35% | 56.14%-48.8pp | 46.47%-39.1pp | 302.83%-295.5pp |
| Employer contribution / active EE | $2,687 | $4,175-35.6% | $3,660-26.6% | $4,761-43.6% |
| Participant deferral / active EE | $3,405 | $4,957-31.3% | $4,370-22.1% | $5,982-43.1% |
| Admin fee / account holder | $483 | $7,245-93.3% | $5,945-91.9% | $11,246-95.7% |