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 | $28,208 | $49,173-42.6% | $121,098-76.7% | $75,163-62.5% |
| Participation rate | 51.4% | 55.4%-4.0pp | 69.5%-18.1pp | 67.2%-15.8pp |
| Annual return | 13.61% | 55.99%-42.4pp | 985.75%-972.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $860 | $1,546-44.3% | $4,164-79.3% | $2,670-67.8% |
| Participant deferral / active EE | $3,537 | $2,628+34.6% | $4,080-13.3% | $4,125-14.3% |
| Admin fee / account holder | $3,914 | $3,942-0.7% | $5,644-30.7% | $5,651-30.7% |