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 | $94,568 | $177,572-46.7% | $154,803-38.9% | $142,382-33.6% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 2.10% | 65.07%-63.0pp | 58.88%-56.8pp | 217.08%-215.0pp |
| Employer contribution / active EE | $944 | $4,810-80.4% | $4,305-78.1% | $4,299-78.0% |
| Participant deferral / active EE | $6,468 | $6,272+3.1% | $5,540+16.7% | $6,507-0.6% |
| Admin fee / account holder | $106,464 | $16,786+534.2% | $14,329+643.0% | $12,624+743.4% |