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 | $65,015 | $185,822-65.0% | $169,993-61.8% | $139,434-53.4% |
| Participation rate | 68.2% | 87.8%-19.6pp | 87.0%-18.8pp | 80.3%-12.1pp |
| Annual return | 8.04% | 60.50%-52.5pp | 53.37%-45.3pp | 372.94%-364.9pp |
| Employer contribution / active EE | $2,162 | $7,590-71.5% | $6,785-68.1% | $4,751-54.5% |
| Participant deferral / active EE | $4,200 | $11,622-63.9% | $10,408-59.6% | $6,710-37.4% |
| Admin fee / account holder | $6,259 | $15,381-59.3% | $12,815-51.2% | $11,403-45.1% |