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 | $27,651 | $183,519-84.9% | $155,509-82.2% | $145,922-81.1% |
| Participation rate | 69.6% | 82.7%-13.1pp | 78.2%-8.6pp | 80.3%-10.7pp |
| Annual return | 4.06% | 61.17%-57.1pp | 64.67%-60.6pp | 561.29%-557.2pp |
| Employer contribution / active EE | $1,368 | $5,313-74.2% | $4,672-70.7% | $4,660-70.6% |
| Participant deferral / active EE | $3,517 | $6,462-45.6% | $5,626-37.5% | $6,688-47.4% |
| Admin fee / account holder | $1,427 | $19,313-92.6% | $15,912-91.0% | $13,397-89.4% |