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 | $21,553 | $55,415-61.1% | $155,509-86.1% | $74,495-71.1% |
| Participation rate | 50.4% | 61.9%-11.5pp | 78.2%-27.7pp | 67.2%-16.8pp |
| Annual return | 8.23% | 268.50%-260.3pp | 64.67%-56.4pp | 1364.94%-1356.7pp |
| Employer contribution / active EE | $4,424 | $2,267+95.1% | $4,672-5.3% | $2,623+68.7% |
| Participant deferral / active EE | $822 | $2,836-71.0% | $5,626-85.4% | $4,346-81.1% |
| Admin fee / account holder | $1,181 | $1,738-32.1% | $15,912-92.6% | $1,942-39.2% |