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 | $45,932 | $183,519-75.0% | $155,509-70.5% | $145,922-68.5% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.0pp | 80.3%-34.1pp |
| Annual return | 1.25% | 61.17%-59.9pp | 64.67%-63.4pp | 561.29%-560.0pp |
| Employer contribution / active EE | $1,353 | $5,313-74.5% | $4,672-71.0% | $4,660-71.0% |
| Participant deferral / active EE | $3,169 | $6,462-51.0% | $5,626-43.7% | $6,688-52.6% |
| Admin fee / account holder | $2,958 | $19,313-84.7% | $15,912-81.4% | $13,397-77.9% |