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 | $64,547 | $106,515-39.4% | $96,683-33.2% | $139,434-53.7% |
| Participation rate | 40.9% | 77.8%-36.9pp | 74.3%-33.4pp | 80.3%-39.4pp |
| Annual return | 8.01% | 38.43%-30.4pp | 35.69%-27.7pp | 372.94%-364.9pp |
| Employer contribution / active EE | $884 | $4,103-78.5% | $3,737-76.3% | $4,751-81.4% |
| Participant deferral / active EE | $2,559 | $5,454-53.1% | $4,878-47.5% | $6,710-61.9% |
| Admin fee / account holder | $1,885 | $7,877-76.1% | $6,730-72.0% | $11,403-83.5% |