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 | $42,118 | $185,822-77.3% | $169,993-75.2% | $139,434-69.8% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 0.84% | 60.50%-59.7pp | 53.37%-52.5pp | 372.94%-372.1pp |
| Employer contribution / active EE | $1,960 | $7,590-74.2% | $6,785-71.1% | $4,751-58.7% |
| Participant deferral / active EE | $8,130 | $11,622-30.0% | $10,408-21.9% | $6,710+21.2% |
| Admin fee / account holder | $26,555 | $15,381+72.7% | $12,815+107.2% | $11,403+132.9% |