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 5-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 | $88,714 | $169,032-47.5% | $129,207-31.3% | $145,922-39.2% |
| Participation rate | 69.2% | 76.4%-7.2pp | 69.6%-0.4pp | 80.3%-11.0pp |
| Annual return | 5.01% | 14330.11%-14325.1pp | 9417.33%-9412.3pp | 561.29%-556.3pp |
| Employer contribution / active EE | $10,462 | $5,537+89.0% | $4,153+151.9% | $4,660+124.5% |
| Participant deferral / active EE | $5,012 | $4,987+0.5% | $4,168+20.3% | $6,688-25.1% |
| Admin fee / account holder | $1,902 | $9,954-80.9% | $7,715-75.3% | $13,397-85.8% |