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 | $36,304 | $175,202-79.3% | $149,673-75.7% | $139,434-74.0% |
| Participation rate | 45.5% | 83.4%-37.9pp | 78.8%-33.3pp | 80.3%-34.9pp |
| Annual return | 7.99% | 166.71%-158.7pp | 134.42%-126.4pp | 372.94%-365.0pp |
| Employer contribution / active EE | $1,231 | $5,474-77.5% | $4,818-74.5% | $4,751-74.1% |
| Participant deferral / active EE | $2,684 | $6,519-58.8% | $5,680-52.7% | $6,710-60.0% |
| Admin fee / account holder | $11,305 | $16,150-30.0% | $13,210-14.4% | $11,403-0.9% |