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 | $36,443 | $162,781-77.6% | $133,956-72.8% | $158,922-77.1% |
| Participation rate | 64.3% | 83.2%-18.9pp | 79.8%-15.6pp | 82.0%-17.7pp |
| Annual return | 4.24% | 41.94%-37.7pp | 45.09%-40.8pp | 302.83%-298.6pp |
| Employer contribution / active EE | $1,907 | $4,975-61.7% | $3,919-51.3% | $4,761-60.0% |
| Participant deferral / active EE | $3,162 | $5,911-46.5% | $5,048-37.4% | $5,982-47.1% |
| Admin fee / account holder | $6,043 | $11,736-48.5% | $8,927-32.3% | $11,246-46.3% |