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 | $35,013 | $99,652-64.9% | $78,778-55.6% | $147,584-76.3% |
| Participation rate | 46.2% | 76.2%-30.1pp | 69.2%-23.0pp | 82.8%-36.7pp |
| Annual return | 5.19% | 47.28%-42.1pp | 35.62%-30.4pp | 578.55%-573.4pp |
| Employer contribution / active EE | $451 | $2,796-83.9% | $1,986-77.3% | $4,876-90.8% |
| Participant deferral / active EE | $1,316 | $3,664-64.1% | $2,958-55.5% | $5,439-75.8% |
| Admin fee / account holder | $1,231 | $7,155-82.8% | $5,134-76.0% | $10,885-88.7% |