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 | $47,277 | $105,931-55.4% | $81,930-42.3% | $158,922-70.3% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.0%-5.3pp | 82.0%-15.3pp |
| Annual return | 1.49% | 38.17%-36.7pp | 29.49%-28.0pp | 302.83%-301.3pp |
| Employer contribution / active EE | $304 | $7,800-96.1% | $4,310-93.0% | $4,761-93.6% |
| Participant deferral / active EE | $1,933 | $13,003-85.1% | $7,107-72.8% | $5,982-67.7% |
| Admin fee / account holder | $1,111 | $8,489-86.9% | $5,158-78.5% | $11,246-90.1% |