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 | $27,553 | $99,918-72.4% | $81,382-66.1% | $145,922-81.1% |
| Participation rate | 35.7% | 74.2%-38.5pp | 69.5%-33.8pp | 80.3%-44.6pp |
| Annual return | 6.93% | 34.32%-27.4pp | 24.73%-17.8pp | 561.29%-554.4pp |
| Employer contribution / active EE | $782 | $2,978-73.7% | $2,463-68.2% | $4,660-83.2% |
| Participant deferral / active EE | $1,371 | $4,605-70.2% | $3,883-64.7% | $6,688-79.5% |
| Admin fee / account holder | $3,278 | $8,212-60.1% | $5,768-43.2% | $13,397-75.5% |