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 | $44,935 | $114,381-60.7% | $107,525-58.2% | $142,382-68.4% |
| Participation rate | 27.3% | 78.1%-50.9pp | 75.1%-47.8pp | 80.1%-52.8pp |
| Annual return | 7.94% | 242.71%-234.8pp | 181.32%-173.4pp | 217.08%-209.1pp |
| Employer contribution / active EE | $970 | $4,015-75.8% | $3,754-74.2% | $4,299-77.4% |
| Participant deferral / active EE | $3,278 | $5,564-41.1% | $5,116-35.9% | $6,507-49.6% |
| Admin fee / account holder | $16,205 | $9,860+64.3% | $8,919+81.7% | $12,624+28.4% |