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 | $75,164 | $183,519-59.0% | $155,509-51.7% | $145,922-48.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 4.48% | 61.17%-56.7pp | 64.67%-60.2pp | 561.29%-556.8pp |
| Employer contribution / active EE | $1,183 | $5,313-77.7% | $4,672-74.7% | $4,660-74.6% |
| Participant deferral / active EE | $2,106 | $6,462-67.4% | $5,626-62.6% | $6,688-68.5% |
| Admin fee / account holder | $3,961 | $19,313-79.5% | $15,912-75.1% | $13,397-70.4% |