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 | $33,976 | $98,750-65.6% | $149,696-77.3% | $79,858-57.5% |
| Participation rate | 63.6% | 75.8%-12.1pp | 82.5%-18.8pp | 69.6%-6.0pp |
| Annual return | 11.82% | 27.43%-15.6pp | 276.60%-264.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,279 | $3,216-60.2% | $4,644-72.5% | $2,471-48.2% |
| Participant deferral / active EE | $3,028 | $5,680-46.7% | $6,842-55.7% | $3,740-19.0% |
| Admin fee / account holder | $379 | $6,053-93.7% | $9,309-95.9% | $5,306-92.9% |