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 | $32,585 | $228,332-85.7% | $185,823-82.5% | $158,922-79.5% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 1.68% | 40.80%-39.1pp | 35.95%-34.3pp | 302.83%-301.1pp |
| Employer contribution / active EE | $664 | $4,967-86.6% | $4,087-83.7% | $4,761-86.0% |
| Participant deferral / active EE | $1,661 | $6,415-74.1% | $5,632-70.5% | $5,982-72.2% |
| Admin fee / account holder | $6,402 | $11,864-46.0% | $9,500-32.6% | $11,246-43.1% |