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 | $83,364 | $144,119-42.2% | $117,854-29.3% | $147,584-43.5% |
| Participation rate | 58.3% | 83.4%-25.1pp | 79.7%-21.3pp | 82.8%-24.5pp |
| Annual return | 7.29% | 531.15%-523.9pp | 335.08%-327.8pp | 578.55%-571.3pp |
| Employer contribution / active EE | $943 | $4,896-80.7% | $3,786-75.1% | $4,876-80.7% |
| Participant deferral / active EE | $3,240 | $5,316-39.1% | $4,482-27.7% | $5,439-40.4% |
| Admin fee / account holder | $5,664 | $10,886-48.0% | $8,020-29.4% | $10,885-48.0% |