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 | $26,227 | $85,766-69.4% | $136,294-80.8% | $70,131-62.6% |
| Participation rate | 59.2% | 74.2%-15.0pp | 81.9%-22.7pp | 69.5%-10.4pp |
| Annual return | 9.17% | 31.45%-22.3pp | 5155.94%-5146.8pp | 73.14%-64.0pp |
| Employer contribution / active EE | $1,385 | $2,966-53.3% | $4,695-70.5% | $2,342-40.9% |
| Participant deferral / active EE | $2,849 | $5,051-43.6% | $6,247-54.4% | $3,332-14.5% |
| Admin fee / account holder | $2,225 | $5,420-58.9% | $9,243-75.9% | $4,645-52.1% |