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 6-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 | $35,606 | $148,534-76.0% | $135,903-73.8% | $139,434-74.5% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 7.68% | 79.19%-71.5pp | 68.23%-60.5pp | 372.94%-365.3pp |
| Employer contribution / active EE | $5,449 | $5,243+3.9% | $4,856+12.2% | $4,751+14.7% |
| Participant deferral / active EE | $9,473 | $8,100+17.0% | $7,758+22.1% | $6,710+41.2% |
| Admin fee / account holder | $126,281 | $12,400+918.4% | $10,762+1073.4% | $11,403+1007.5% |