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 | $25,715 | $106,890-75.9% | $84,015-69.4% | $152,861-83.2% |
| Participation rate | 35.3% | 75.2%-39.9pp | 69.0%-33.7pp | 82.4%-47.2pp |
| Annual return | 3.84% | 104.99%-101.1pp | 71.31%-67.5pp | 345.32%-341.5pp |
| Employer contribution / active EE | $1,438 | $2,734-47.4% | $1,983-27.5% | $4,762-69.8% |
| Participant deferral / active EE | $2,662 | $4,011-33.6% | $3,239-17.8% | $5,850-54.5% |
| Admin fee / account holder | $2,584 | $8,285-68.8% | $6,101-57.6% | $11,596-77.7% |