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 | $55,317 | $107,334-48.5% | $92,893-40.5% | $152,861-63.8% |
| Participation rate | 35.0% | 79.8%-44.8pp | 76.0%-41.0pp | 82.4%-47.4pp |
| Annual return | 8.53% | 145.58%-137.0pp | 109.41%-100.9pp | 345.32%-336.8pp |
| Employer contribution / active EE | $896 | $4,221-78.8% | $3,653-75.5% | $4,762-81.2% |
| Participant deferral / active EE | $1,798 | $4,845-62.9% | $4,236-57.6% | $5,850-69.3% |
| Admin fee / account holder | $6,325 | $7,079-10.7% | $5,794+9.2% | $11,596-45.5% |