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 | $55,228 | $239,571-76.9% | $183,328-69.9% | $137,256-59.8% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 80.0%-30.0pp |
| Annual return | 7.05% | 35.69%-28.6pp | 29.67%-22.6pp | 220.34%-213.3pp |
| Employer contribution / active EE | $0 | $6,148-100.0% | $5,055-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,849 | $7,995-51.9% | $6,795-43.4% | $6,407-39.9% |
| Admin fee / account holder | $30,784 | $30,059+2.4% | $21,427+43.7% | $12,270+150.9% |