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 | $34,604 | $198,466-82.6% | $170,442-79.7% | $147,584-76.6% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 0.81% | 257.29%-256.5pp | 205.93%-205.1pp | 578.55%-577.7pp |
| Employer contribution / active EE | $3,000 | $6,184-51.5% | $5,433-44.8% | $4,876-38.5% |
| Participant deferral / active EE | $4,500 | $5,629-20.1% | $4,939-8.9% | $5,439-17.3% |
| Admin fee / account holder | $303 | $16,852-98.2% | $13,880-97.8% | $10,885-97.2% |