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 | $76,666 | $165,335-53.6% | $149,696-48.8% | $158,922-51.8% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 2.28% | 348.15%-345.9pp | 276.60%-274.3pp | 302.83%-300.5pp |
| Employer contribution / active EE | $1,191 | $5,103-76.7% | $4,644-74.4% | $4,761-75.0% |
| Participant deferral / active EE | $4,249 | $7,181-40.8% | $6,842-37.9% | $5,982-29.0% |
| Admin fee / account holder | $2,193 | $10,807-79.7% | $9,309-76.4% | $11,246-80.5% |