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 | $27,623 | $106,515-74.1% | $96,683-71.4% | $139,434-80.2% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 8.52% | 38.43%-29.9pp | 35.69%-27.2pp | 372.94%-364.4pp |
| Employer contribution / active EE | $1,227 | $4,103-70.1% | $3,737-67.2% | $4,751-74.2% |
| Participant deferral / active EE | $3,592 | $5,454-34.1% | $4,878-26.4% | $6,710-46.5% |
| Admin fee / account holder | $894 | $7,877-88.7% | $6,730-86.7% | $11,403-92.2% |