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 | $22,252 | $158,398-86.0% | $126,539-82.4% | $142,382-84.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 8.39% | 593.76%-585.4pp | 425.95%-417.6pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,506 | $4,650-67.6% | $3,674-59.0% | $4,299-65.0% |
| Participant deferral / active EE | $3,971 | $4,767-16.7% | $4,083-2.7% | $6,507-39.0% |
| Admin fee / account holder | $8,348 | $6,918+20.7% | $6,065+37.6% | $12,624-33.9% |