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 | $20,907 | $74,888-72.1% | $71,209-70.6% | $142,382-85.3% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.1%-10.9pp |
| Annual return | 7.02% | 345.14%-338.1pp | 282.51%-275.5pp | 217.08%-210.1pp |
| Employer contribution / active EE | $933 | $2,854-67.3% | $2,721-65.7% | $4,299-78.3% |
| Participant deferral / active EE | $1,763 | $4,454-60.4% | $4,175-57.8% | $6,507-72.9% |
| Admin fee / account holder | $15,628 | $5,568+180.7% | $5,349+192.2% | $12,624+23.8% |