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 | $28,517 | $165,912-82.8% | $122,332-76.7% | $147,584-80.7% |
| Participation rate | 62.5% | 79.6%-17.1pp | 71.6%-9.1pp | 82.8%-20.3pp |
| Annual return | 6.94% | 34.55%-27.6pp | 30.27%-23.3pp | 578.55%-571.6pp |
| Employer contribution / active EE | $2,045 | $5,754-64.5% | $4,050-49.5% | $4,876-58.1% |
| Participant deferral / active EE | $870 | $4,005-78.3% | $3,287-73.5% | $5,439-84.0% |
| Admin fee / account holder | $1,869 | $7,424-74.8% | $5,478-65.9% | $10,885-82.8% |