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 | $55,595 | $118,450-53.1% | $98,439-43.5% | $139,434-60.1% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 7.41% | 18.94%-11.5pp | 21.16%-13.7pp | 372.94%-365.5pp |
| Employer contribution / active EE | $934 | $3,609-74.1% | $3,048-69.3% | $4,751-80.3% |
| Participant deferral / active EE | $18,849 | $5,392+249.6% | $4,738+297.8% | $6,710+180.9% |
| Admin fee / account holder | $35,384 | $14,026+152.3% | $8,948+295.5% | $11,403+210.3% |