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 | $47,432 | $135,952-65.1% | $123,892-61.7% | $273,961-82.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 2.87% | 56.63%-53.8pp | 47.52%-44.6pp | 41.45%-38.6pp |
| Employer contribution / active EE | $1,098 | $5,170-78.8% | $4,617-76.2% | $4,869-77.4% |
| Participant deferral / active EE | $2,197 | $6,343-65.4% | $5,984-63.3% | $5,287-58.5% |
| Admin fee / account holder | $329 | $9,817-96.7% | $8,357-96.1% | $10,132-96.8% |