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 | $135,402 | $107,334+26.2% | $92,893+45.8% | $152,861-11.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 4.76% | 145.58%-140.8pp | 109.41%-104.7pp | 345.32%-340.6pp |
| Employer contribution / active EE | $1,974 | $4,221-53.2% | $3,653-46.0% | $4,762-58.6% |
| Participant deferral / active EE | $3,667 | $4,845-24.3% | $4,236-13.4% | $5,850-37.3% |
| Admin fee / account holder | $1,089 | $7,079-84.6% | $5,794-81.2% | $11,596-90.6% |