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 | $76,047 | $111,754-32.0% | $103,333-26.4% | $145,922-47.9% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.6pp |
| Annual return | 6.10% | 24.77%-18.7pp | 24.88%-18.8pp | 561.29%-555.2pp |
| Employer contribution / active EE | $3,685 | $4,212-12.5% | $3,868-4.7% | $4,660-20.9% |
| Participant deferral / active EE | $5,714 | $5,619+1.7% | $5,057+13.0% | $6,688-14.6% |
| Admin fee / account holder | $22,535 | $9,750+131.1% | $8,355+169.7% | $13,397+68.2% |