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 | $62,793 | $115,882-45.8% | $100,516-37.5% | $158,922-60.5% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 6.53% | 34.79%-28.3pp | 30.89%-24.4pp | 302.83%-296.3pp |
| Employer contribution / active EE | $557 | $4,103-86.4% | $3,418-83.7% | $4,761-88.3% |
| Participant deferral / active EE | $4,048 | $6,674-39.3% | $6,270-35.4% | $5,982-32.3% |
| Admin fee / account holder | $1,156 | $10,995-89.5% | $8,081-85.7% | $11,246-89.7% |