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 | $43,563 | $96,635-54.9% | $86,612-49.7% | $139,434-68.8% |
| Participation rate | 64.7% | 74.4%-9.7pp | 71.7%-7.0pp | 80.3%-15.6pp |
| Annual return | 8.24% | 106.41%-98.2pp | 591.07%-582.8pp | 372.94%-364.7pp |
| Employer contribution / active EE | $2,731 | $3,263-16.3% | $3,022-9.7% | $4,751-42.5% |
| Participant deferral / active EE | $1,530 | $4,836-68.4% | $4,438-65.5% | $6,710-77.2% |
| Admin fee / account holder | $6,245 | $6,408-2.5% | $5,614+11.2% | $11,403-45.2% |