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 | $99,887 | $162,781-38.6% | $133,956-25.4% | $158,922-37.1% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 3.93% | 41.94%-38.0pp | 45.09%-41.2pp | 302.83%-298.9pp |
| Employer contribution / active EE | $1,457 | $4,975-70.7% | $3,919-62.8% | $4,761-69.4% |
| Participant deferral / active EE | $3,840 | $5,911-35.0% | $5,048-23.9% | $5,982-35.8% |
| Admin fee / account holder | $1,833 | $11,736-84.4% | $8,927-79.5% | $11,246-83.7% |