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 | $151,190 | $227,553-33.6% | $189,557-20.2% | $167,490-9.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 1.92% | 78.40%-76.5pp | 64.17%-62.2pp | 478.56%-476.6pp |
| Employer contribution / active EE | $14,395 | $5,316+170.8% | $4,412+226.2% | $4,837+197.6% |
| Participant deferral / active EE | $10,600 | $7,002+51.4% | $6,174+71.7% | $6,341+67.2% |
| Admin fee / account holder | $52,894 | $11,878+345.3% | $9,807+439.3% | $12,309+329.7% |