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 | $43,225 | $110,257-60.8% | $96,544-55.2% | $139,434-69.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 7.30% | 26.32%-19.0pp | 25.84%-18.5pp | 372.94%-365.6pp |
| Employer contribution / active EE | $821 | $3,620-77.3% | $2,965-72.3% | $4,751-82.7% |
| Participant deferral / active EE | $2,564 | $5,548-53.8% | $4,851-47.2% | $6,710-61.8% |
| Admin fee / account holder | $2,492 | $11,591-78.5% | $8,252-69.8% | $11,403-78.1% |