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 | $71,594 | $227,553-68.5% | $189,557-62.2% | $167,490-57.3% |
| Participation rate | 52.9% | 82.5%-29.5pp | 78.4%-25.5pp | 82.1%-29.2pp |
| Annual return | 7.34% | 78.40%-71.1pp | 64.17%-56.8pp | 478.56%-471.2pp |
| Employer contribution / active EE | $811 | $5,316-84.7% | $4,412-81.6% | $4,837-83.2% |
| Participant deferral / active EE | $1,593 | $7,002-77.3% | $6,174-74.2% | $6,341-74.9% |
| Admin fee / account holder | $1,857 | $11,878-84.4% | $9,807-81.1% | $12,309-84.9% |