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 | $59,999 | $63,346-5.3% | $92,233-34.9% | $70,131-14.4% |
| Participation rate | 64.5% | 68.7%-4.2pp | 76.5%-12.0pp | 69.5%-5.0pp |
| Annual return | 10.64% | 530.12%-519.5pp | 176.28%-165.6pp | 73.14%-62.5pp |
| Employer contribution / active EE | $3,077 | $2,471+24.5% | $3,679-16.4% | $2,342+31.4% |
| Participant deferral / active EE | $4,731 | $2,854+65.8% | $3,897+21.4% | $3,332+42.0% |
| Admin fee / account holder | $476 | $3,840-87.6% | $5,194-90.8% | $4,645-89.8% |