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 | $34,619 | $99,921-65.4% | $85,009-59.3% | $145,959-76.3% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 6.43% | 83.89%-77.5pp | 66.47%-60.0pp | 561.95%-555.5pp |
| Employer contribution / active EE | $573 | $3,233-82.3% | $2,728-79.0% | $4,661-87.7% |
| Participant deferral / active EE | $924 | $5,293-82.5% | $4,522-79.6% | $6,689-86.2% |
| Admin fee / account holder | $5,674 | $7,252-21.8% | $6,153-7.8% | $13,398-57.7% |