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 | $39,564 | $107,334-63.1% | $92,893-57.4% | $152,861-74.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 5.81% | 145.58%-139.8pp | 109.41%-103.6pp | 345.32%-339.5pp |
| Employer contribution / active EE | $2,381 | $4,221-43.6% | $3,653-34.8% | $4,762-50.0% |
| Participant deferral / active EE | $2,311 | $4,845-52.3% | $4,236-45.4% | $5,850-60.5% |
| Admin fee / account holder | $414 | $7,079-94.1% | $5,794-92.8% | $11,596-96.4% |