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 | $44,806 | $148,534-69.8% | $135,903-67.0% | $139,434-67.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 8.37% | 79.19%-70.8pp | 68.23%-59.9pp | 372.94%-364.6pp |
| Employer contribution / active EE | $2,393 | $5,243-54.4% | $4,856-50.7% | $4,751-49.6% |
| Participant deferral / active EE | $10,415 | $8,100+28.6% | $7,758+34.2% | $6,710+55.2% |
| Admin fee / account holder | $7,515 | $12,400-39.4% | $10,762-30.2% | $11,403-34.1% |