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 | $33,360 | $226,064-85.2% | $182,532-81.7% | $152,861-78.2% |
| Participation rate | 64.7% | 82.5%-17.7pp | 78.0%-13.3pp | 82.4%-17.7pp |
| Annual return | 5.56% | 192.51%-186.9pp | 148.54%-143.0pp | 345.32%-339.8pp |
| Employer contribution / active EE | $2,676 | $4,978-46.3% | $4,076-34.4% | $4,762-43.8% |
| Participant deferral / active EE | $4,205 | $6,368-34.0% | $5,524-23.9% | $5,850-28.1% |
| Admin fee / account holder | $1,444 | $10,703-86.5% | $8,592-83.2% | $11,596-87.5% |