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 | $30,983 | $97,125-68.1% | $86,233-64.1% | $137,256-77.4% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.0%-24.6pp | 80.0%-35.5pp |
| Annual return | 10.52% | 74.19%-63.7pp | 61.39%-50.9pp | 220.34%-209.8pp |
| Employer contribution / active EE | $740 | $2,841-74.0% | $2,504-70.5% | $4,156-82.2% |
| Participant deferral / active EE | $1,542 | $5,180-70.2% | $4,559-66.2% | $6,407-75.9% |
| Admin fee / account holder | $8,773 | $9,725-9.8% | $8,342+5.2% | $12,270-28.5% |