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 | $101,450 | $209,411-51.6% | $178,490-43.2% | $158,922-36.2% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 4.43% | 188.75%-184.3pp | 151.07%-146.6pp | 302.83%-298.4pp |
| Employer contribution / active EE | $3,516 | $5,706-38.4% | $5,011-29.8% | $4,761-26.2% |
| Participant deferral / active EE | $9,089 | $5,954+52.6% | $5,202+74.7% | $5,982+51.9% |
| Admin fee / account holder | $1,130 | $17,074-93.4% | $13,984-91.9% | $11,246-90.0% |