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 | $64,059 | $149,679-57.2% | $117,039-45.3% | $147,584-56.6% |
| Participation rate | 64.3% | 83.5%-19.2pp | 77.2%-12.9pp | 82.8%-18.5pp |
| Annual return | 3.25% | 19.31%-16.1pp | 18.95%-15.7pp | 578.55%-575.3pp |
| Employer contribution / active EE | $1,386 | $4,937-71.9% | $3,785-63.4% | $4,876-71.6% |
| Participant deferral / active EE | $4,324 | $4,912-12.0% | $3,929+10.0% | $5,439-20.5% |
| Admin fee / account holder | $1,225 | $7,856-84.4% | $5,974-79.5% | $10,885-88.7% |