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 | $84,563 | $149,040-43.3% | $120,225-29.7% | $137,256-38.4% |
| Participation rate | 45.5% | 75.4%-30.0pp | 69.6%-24.1pp | 80.0%-34.5pp |
| Annual return | 7.93% | 605.68%-597.8pp | 439.23%-431.3pp | 220.34%-212.4pp |
| Employer contribution / active EE | $1,417 | $4,350-67.4% | $3,475-59.2% | $4,156-65.9% |
| Participant deferral / active EE | $2,449 | $4,655-47.4% | $3,999-38.7% | $6,407-61.8% |
| Admin fee / account holder | $1,385 | $6,348-78.2% | $5,696-75.7% | $12,270-88.7% |