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 | $55,155 | $98,750-44.1% | $149,696-63.2% | $79,858-30.9% |
| Participation rate | 68.2% | 75.8%-7.6pp | 82.5%-14.3pp | 69.6%-1.5pp |
| Annual return | 6.27% | 27.43%-21.2pp | 276.60%-270.3pp | 31.71%-25.4pp |
| Employer contribution / active EE | $3,409 | $3,216+6.0% | $4,644-26.6% | $2,471+38.0% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,127 | $6,053-48.3% | $9,309-66.4% | $5,306-41.1% |