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 | $28,371 | $165,912-82.9% | $122,332-76.8% | $147,584-80.8% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 3.11% | 34.55%-31.4pp | 30.27%-27.2pp | 578.55%-575.4pp |
| Employer contribution / active EE | $622 | $5,754-89.2% | $4,050-84.7% | $4,876-87.3% |
| Participant deferral / active EE | $1,869 | $4,005-53.3% | $3,287-43.1% | $5,439-65.6% |
| Admin fee / account holder | $2,912 | $7,424-60.8% | $5,478-46.8% | $10,885-73.2% |