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 | $68,990 | $98,750-30.1% | $149,696-53.9% | $79,858-13.6% |
| Participation rate | 66.1% | 75.8%-9.6pp | 82.5%-16.3pp | 69.6%-3.5pp |
| Annual return | 12.01% | 27.43%-15.4pp | 276.60%-264.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $636 | $3,216-80.2% | $4,644-86.3% | $2,471-74.3% |
| Participant deferral / active EE | $3,693 | $5,680-35.0% | $6,842-46.0% | $3,740-1.2% |
| Admin fee / account holder | $838 | $6,053-86.2% | $9,309-91.0% | $5,306-84.2% |