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 | $30,292 | $106,584-71.6% | $101,326-70.1% | $142,382-78.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 6.56% | 36.93%-30.4pp | 36.82%-30.3pp | 217.08%-210.5pp |
| Employer contribution / active EE | $966 | $3,956-75.6% | $3,665-73.6% | $4,299-77.5% |
| Participant deferral / active EE | $2,415 | $8,297-70.9% | $7,994-69.8% | $6,507-62.9% |
| Admin fee / account holder | $57,120 | $11,446+399.0% | $11,185+410.7% | $12,624+352.5% |