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 | $69,639 | $202,432-65.6% | $169,368-58.9% | $139,434-50.1% |
| Participation rate | 62.5% | 81.1%-18.6pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 8.49% | 531.74%-523.2pp | 405.60%-397.1pp | 372.94%-364.5pp |
| Employer contribution / active EE | $1,300 | $4,692-72.3% | $4,013-67.6% | $4,751-72.6% |
| Participant deferral / active EE | $5,885 | $6,938-15.2% | $6,221-5.4% | $6,710-12.3% |
| Admin fee / account holder | $1,605 | $10,708-85.0% | $9,003-82.2% | $11,403-85.9% |