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 | $27,108 | $140,940-80.8% | $112,229-75.8% | $139,434-80.6% |
| Participation rate | 68.8% | 79.2%-10.4pp | 72.4%-3.7pp | 80.3%-11.6pp |
| Annual return | 7.64% | 32.71%-25.1pp | 30.20%-22.6pp | 372.94%-365.3pp |
| Employer contribution / active EE | $1,296 | $4,283-69.8% | $3,430-62.2% | $4,751-72.7% |
| Participant deferral / active EE | $2,034 | $5,874-65.4% | $4,798-57.6% | $6,710-69.7% |
| Admin fee / account holder | $401 | $9,954-96.0% | $7,748-94.8% | $11,403-96.5% |