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 | $64,310 | $118,450-45.7% | $98,439-34.7% | $139,434-53.9% |
| Participation rate | 55.6% | 77.4%-21.9pp | 75.2%-19.6pp | 80.3%-24.8pp |
| Annual return | 4.58% | 18.94%-14.4pp | 21.16%-16.6pp | 372.94%-368.4pp |
| Employer contribution / active EE | $821 | $3,609-77.2% | $3,048-73.1% | $4,751-82.7% |
| Participant deferral / active EE | $3,396 | $5,392-37.0% | $4,738-28.3% | $6,710-49.4% |
| Admin fee / account holder | $8,506 | $14,026-39.4% | $8,948-4.9% | $11,403-25.4% |