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 | $46,492 | $99,020-53.0% | $86,590-46.3% | $147,584-68.5% |
| Participation rate | 25.0% | 76.3%-51.3pp | 73.5%-48.5pp | 82.8%-57.8pp |
| Annual return | 4.03% | 1312.34%-1308.3pp | 964.84%-960.8pp | 578.55%-574.5pp |
| Employer contribution / active EE | $547 | $3,132-82.5% | $2,839-80.7% | $4,876-88.8% |
| Participant deferral / active EE | $1,094 | $3,972-72.5% | $3,609-69.7% | $5,439-79.9% |
| Admin fee / account holder | $747 | $5,710-86.9% | $4,906-84.8% | $10,885-93.1% |