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 | $25,843 | $100,773-74.4% | $88,946-70.9% | $142,382-81.8% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 3.39% | 70.18%-66.8pp | 57.82%-54.4pp | 217.08%-213.7pp |
| Employer contribution / active EE | $1,312 | $2,918-55.0% | $2,555-48.7% | $4,299-69.5% |
| Participant deferral / active EE | $1,708 | $5,230-67.3% | $4,581-62.7% | $6,507-73.7% |
| Admin fee / account holder | $5,366 | $9,693-44.6% | $8,261-35.0% | $12,624-57.5% |