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 | $40,703 | $210,648-80.7% | $177,989-77.1% | $145,922-72.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 7.65% | 385.86%-378.2pp | 294.48%-286.8pp | 561.29%-553.6pp |
| Employer contribution / active EE | $2,456 | $4,565-46.2% | $3,949-37.8% | $4,660-47.3% |
| Participant deferral / active EE | $1,700 | $6,958-75.6% | $6,276-72.9% | $6,688-74.6% |
| Admin fee / account holder | $2,519 | $12,013-79.0% | $10,363-75.7% | $13,397-81.2% |