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 | $32,622 | $73,933-55.9% | $96,683-66.3% | $75,163-56.6% |
| Participation rate | 53.3% | 66.4%-13.1pp | 74.3%-21.0pp | 67.2%-13.9pp |
| Annual return | 10.10% | 26.70%-16.6pp | 35.69%-25.6pp | 160.62%-150.5pp |
| Employer contribution / active EE | $1,632 | $2,928-44.3% | $3,737-56.3% | $2,670-38.9% |
| Participant deferral / active EE | $2,154 | $3,659-41.1% | $4,878-55.9% | $4,125-47.8% |
| Admin fee / account holder | $2,581 | $5,216-50.5% | $6,730-61.6% | $5,651-54.3% |