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 | $33,082 | $226,064-85.4% | $182,532-81.9% | $152,861-78.4% |
| Participation rate | 65.2% | 82.5%-17.2pp | 78.0%-12.8pp | 82.4%-17.2pp |
| Annual return | 1.72% | 192.51%-190.8pp | 148.54%-146.8pp | 345.32%-343.6pp |
| Employer contribution / active EE | $1,207 | $4,978-75.8% | $4,076-70.4% | $4,762-74.7% |
| Participant deferral / active EE | $1,451 | $6,368-77.2% | $5,524-73.7% | $5,850-75.2% |
| Admin fee / account holder | $15,232 | $10,703+42.3% | $8,592+77.3% | $11,596+31.4% |