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 | $37,027 | $53,822-31.2% | $75,696-51.1% | $85,850-56.9% |
| Participation rate | 69.0% | 69.1%-0.1pp | 74.8%-5.9pp | 69.3%-0.3pp |
| Annual return | 11.33% | 24.54%-13.2pp | 104.53%-93.2pp | 318.53%-307.2pp |
| Employer contribution / active EE | $776 | $2,017-61.5% | $2,743-71.7% | $2,565-69.8% |
| Participant deferral / active EE | $1,197 | $2,895-58.7% | $3,821-68.7% | $3,952-69.7% |
| Admin fee / account holder | $1,596 | $3,343-52.3% | $3,619-55.9% | $6,260-74.5% |