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 | $46,919 | $127,386-63.2% | $115,037-59.2% | $125,391-62.6% |
| Participation rate | 22.2% | 84.2%-61.9pp | 81.4%-59.1pp | 83.2%-61.0pp |
| Annual return | -6.32% | 31.28%-37.6pp | 26.14%-32.5pp | 282.22%-288.5pp |
| Employer contribution / active EE | $914 | $5,166-82.3% | $4,608-80.2% | $4,866-81.2% |
| Participant deferral / active EE | $3,516 | $6,423-45.3% | $6,026-41.7% | $5,352-34.3% |
| Admin fee / account holder | $6,709 | $9,516-29.5% | $8,175-17.9% | $9,540-29.7% |