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 | $44,770 | $198,466-77.4% | $170,442-73.7% | $147,584-69.7% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 3.85% | 257.29%-253.4pp | 205.93%-202.1pp | 578.55%-574.7pp |
| Employer contribution / active EE | $2,767 | $6,184-55.3% | $5,433-49.1% | $4,876-43.3% |
| Participant deferral / active EE | $2,767 | $5,629-50.9% | $4,939-44.0% | $5,439-49.1% |
| Admin fee / account holder | $330 | $16,852-98.0% | $13,880-97.6% | $10,885-97.0% |