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 | $42,408 | $117,983-64.1% | $101,794-58.3% | $142,382-70.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 4.33% | 36.92%-32.6pp | 30.53%-26.2pp | 217.08%-212.7pp |
| Employer contribution / active EE | $2,340 | $2,773-15.6% | $2,289+2.2% | $4,299-45.6% |
| Participant deferral / active EE | $2,340 | $4,714-50.4% | $4,084-42.7% | $6,507-64.0% |
| Admin fee / account holder | $15,831 | $10,433+51.7% | $8,777+80.4% | $12,624+25.4% |