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 | $29,997 | $135,952-77.9% | $123,892-75.8% | $273,961-89.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 3.71% | 56.63%-52.9pp | 47.52%-43.8pp | 41.45%-37.7pp |
| Employer contribution / active EE | $2,903 | $5,170-43.9% | $4,617-37.1% | $4,869-40.4% |
| Participant deferral / active EE | $4,848 | $6,343-23.6% | $5,984-19.0% | $5,287-8.3% |
| Admin fee / account holder | $336 | $9,817-96.6% | $8,357-96.0% | $10,132-96.7% |