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 | $34,074 | $198,466-82.8% | $170,442-80.0% | $147,584-76.9% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 1.75% | 257.29%-255.5pp | 205.93%-204.2pp | 578.55%-576.8pp |
| Employer contribution / active EE | $4,084 | $6,184-34.0% | $5,433-24.8% | $4,876-16.3% |
| Participant deferral / active EE | $8,527 | $5,629+51.5% | $4,939+72.6% | $5,439+56.8% |
| Admin fee / account holder | $580 | $16,852-96.6% | $13,880-95.8% | $10,885-94.7% |