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 | $40,635 | $106,515-61.9% | $96,683-58.0% | $139,434-70.9% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 4.33% | 38.43%-34.1pp | 35.69%-31.4pp | 372.94%-368.6pp |
| Employer contribution / active EE | $1,578 | $4,103-61.5% | $3,737-57.8% | $4,751-66.8% |
| Participant deferral / active EE | $3,773 | $5,454-30.8% | $4,878-22.7% | $6,710-43.8% |
| Admin fee / account holder | $564 | $7,877-92.8% | $6,730-91.6% | $11,403-95.1% |