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 | $65,437 | $107,934-39.4% | $91,989-28.9% | $152,861-57.2% |
| Participation rate | 57.1% | 81.2%-24.0pp | 78.6%-21.5pp | 82.4%-25.3pp |
| Annual return | 11.60% | 89.24%-77.6pp | 69.02%-57.4pp | 345.32%-333.7pp |
| Employer contribution / active EE | $1,100 | $4,210-73.9% | $3,452-68.1% | $4,762-76.9% |
| Participant deferral / active EE | $8,472 | $6,364+33.1% | $5,923+43.0% | $5,850+44.8% |
| Admin fee / account holder | $22,651 | $10,520+115.3% | $7,743+192.5% | $11,596+95.3% |