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 | $30,455 | $106,515-71.4% | $96,683-68.5% | $139,434-78.2% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 10.92% | 38.43%-27.5pp | 35.69%-24.8pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,741 | $4,103-33.2% | $3,737-26.6% | $4,751-42.3% |
| Participant deferral / active EE | $5,358 | $5,454-1.8% | $4,878+9.8% | $6,710-20.2% |
| Admin fee / account holder | $13,737 | $7,877+74.4% | $6,730+104.1% | $11,403+20.5% |