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 | $42,362 | $105,998-60.0% | $92,233-54.1% | $147,584-71.3% |
| Participation rate | 45.0% | 80.4%-35.4pp | 76.5%-31.5pp | 82.8%-37.8pp |
| Annual return | 4.32% | 50.05%-45.7pp | 176.28%-172.0pp | 578.55%-574.2pp |
| Employer contribution / active EE | $924 | $4,333-78.7% | $3,679-74.9% | $4,876-81.1% |
| Participant deferral / active EE | $1,636 | $4,478-63.5% | $3,897-58.0% | $5,439-69.9% |
| Admin fee / account holder | $2,182 | $6,332-65.5% | $5,194-58.0% | $10,885-80.0% |