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 | $45,339 | $149,734-69.7% | $118,925-61.9% | $158,922-71.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 5.67% | 19.95%-14.3pp | 35.88%-30.2pp | 302.83%-297.2pp |
| Employer contribution / active EE | $1,787 | $4,115-56.6% | $3,263-45.2% | $4,761-62.5% |
| Participant deferral / active EE | $2,770 | $5,223-47.0% | $4,265-35.1% | $5,982-53.7% |
| Admin fee / account holder | $5,982 | $8,603-30.5% | $6,581-9.1% | $11,246-46.8% |