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 | $25,188 | $96,965-74.0% | $97,995-74.3% | $147,584-82.9% |
| Participation rate | 66.7% | 83.6%-17.0pp | 82.4%-15.7pp | 82.8%-16.2pp |
| Annual return | 2.60% | 24.11%-21.5pp | 23.94%-21.3pp | 578.55%-575.9pp |
| Employer contribution / active EE | $2,905 | $4,536-36.0% | $4,158-30.1% | $4,876-40.4% |
| Participant deferral / active EE | $3,399 | $5,081-33.1% | $5,097-33.3% | $5,439-37.5% |
| Admin fee / account holder | $15,901 | $8,120+95.8% | $5,943+167.5% | $10,885+46.1% |