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 | $59,338 | $97,125-38.9% | $86,233-31.2% | $137,256-56.8% |
| Participation rate | 41.2% | 74.2%-33.0pp | 69.0%-27.8pp | 80.0%-38.8pp |
| Annual return | 7.20% | 74.19%-67.0pp | 61.39%-54.2pp | 220.34%-213.1pp |
| Employer contribution / active EE | $792 | $2,841-72.1% | $2,504-68.4% | $4,156-80.9% |
| Participant deferral / active EE | $3,056 | $5,180-41.0% | $4,559-33.0% | $6,407-52.3% |
| Admin fee / account holder | $2,741 | $9,725-71.8% | $8,342-67.1% | $12,270-77.7% |