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 | $76,342 | $112,881-32.4% | $90,951-16.1% | $158,922-52.0% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 2.91% | 215.79%-212.9pp | 134.60%-131.7pp | 302.83%-299.9pp |
| Employer contribution / active EE | $1,571 | $2,893-45.7% | $2,122-26.0% | $4,761-67.0% |
| Participant deferral / active EE | $1,924 | $4,128-53.4% | $3,373-43.0% | $5,982-67.8% |
| Admin fee / account holder | $988 | $8,041-87.7% | $5,959-83.4% | $11,246-91.2% |