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 | $22,325 | $84,233-73.5% | $170,442-86.9% | $70,131-68.2% |
| Participation rate | 62.1% | 70.8%-8.8pp | 83.6%-21.5pp | 69.5%-7.5pp |
| Annual return | 9.18% | 23.06%-13.9pp | 205.93%-196.8pp | 73.14%-64.0pp |
| Employer contribution / active EE | $1,562 | $3,387-53.9% | $5,433-71.2% | $2,342-33.3% |
| Participant deferral / active EE | $2,955 | $3,086-4.2% | $4,939-40.2% | $3,332-11.3% |
| Admin fee / account holder | $3,956 | $5,698-30.6% | $13,880-71.5% | $4,645-14.8% |