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 | $48,989 | $88,751-44.8% | $81,812-40.1% | $145,922-66.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.85% | 1025.40%-1016.6pp | 773.79%-764.9pp | 561.29%-552.4pp |
| Employer contribution / active EE | $732 | $3,083-76.3% | $2,912-74.9% | $4,660-84.3% |
| Participant deferral / active EE | $915 | $4,643-80.3% | $4,319-78.8% | $6,688-86.3% |
| Admin fee / account holder | $2,684 | $8,415-68.1% | $7,386-63.7% | $13,397-80.0% |