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 | $79,640 | $159,934-50.2% | $147,005-45.8% | $145,959-45.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.38% | 98.24%-88.9pp | 418.76%-409.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $3,020 | $5,287-42.9% | $4,934-38.8% | $4,661-35.2% |
| Participant deferral / active EE | $7,532 | $8,427-10.6% | $8,070-6.7% | $6,689+12.6% |
| Admin fee / account holder | $94,775 | $15,053+529.6% | $13,006+628.7% | $13,398+607.4% |