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 | $63,885 | $106,515-40.0% | $96,683-33.9% | $139,434-54.2% |
| Participation rate | 69.6% | 77.8%-8.3pp | 74.3%-4.8pp | 80.3%-10.8pp |
| Annual return | 5.98% | 38.43%-32.4pp | 35.69%-29.7pp | 372.94%-367.0pp |
| Employer contribution / active EE | $11,016 | $4,103+168.5% | $3,737+194.8% | $4,751+131.9% |
| Participant deferral / active EE | $5,151 | $5,454-5.6% | $4,878+5.6% | $6,710-23.2% |
| Admin fee / account holder | $1,729 | $7,877-78.0% | $6,730-74.3% | $11,403-84.8% |