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 | $64,180 | $124,281-48.4% | $109,143-41.2% | $167,490-61.7% |
| Participation rate | 63.6% | 79.4%-15.8pp | 75.9%-12.2pp | 82.1%-18.5pp |
| Annual return | 8.51% | 26.04%-17.5pp | 25.75%-17.2pp | 478.56%-470.0pp |
| Employer contribution / active EE | $2,588 | $4,207-38.5% | $3,722-30.5% | $4,837-46.5% |
| Participant deferral / active EE | $5,414 | $5,255+3.0% | $4,653+16.3% | $6,341-14.6% |
| Admin fee / account holder | $2,968 | $7,970-62.8% | $6,752-56.0% | $12,309-75.9% |