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 | $19,340 | $72,071-73.2% | $68,368-71.7% | $137,256-85.9% |
| Participation rate | 52.6% | 76.2%-23.6pp | 73.8%-21.1pp | 80.0%-27.3pp |
| Annual return | 9.95% | 353.14%-343.2pp | 292.57%-282.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,035 | $2,788-62.9% | $2,649-60.9% | $4,156-75.1% |
| Participant deferral / active EE | $1,035 | $4,410-76.5% | $4,123-74.9% | $6,407-83.8% |
| Admin fee / account holder | $2,674 | $5,336-49.9% | $5,150-48.1% | $12,270-78.2% |