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 | $51,280 | $157,256-67.4% | $141,162-63.7% | $152,861-66.5% |
| Participation rate | 43.5% | 84.8%-41.3pp | 82.5%-39.0pp | 82.4%-39.0pp |
| Annual return | 14.01% | 64.32%-50.3pp | 71.39%-57.4pp | 345.32%-331.3pp |
| Employer contribution / active EE | $1,057 | $5,261-79.9% | $4,735-77.7% | $4,762-77.8% |
| Participant deferral / active EE | $3,194 | $7,109-55.1% | $6,709-52.4% | $5,850-45.4% |
| Admin fee / account holder | $4,085 | $12,120-66.3% | $10,261-60.2% | $11,596-64.8% |