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 | $82,469 | $165,984-50.3% | $164,813-50.0% | $145,922-43.5% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.8pp |
| Annual return | 7.06% | 100.03%-93.0pp | 69.93%-62.9pp | 561.29%-554.2pp |
| Employer contribution / active EE | $2,318 | $5,273-56.0% | $4,341-46.6% | $4,660-50.3% |
| Participant deferral / active EE | $3,318 | $6,959-52.3% | $6,031-45.0% | $6,688-50.4% |
| Admin fee / account holder | $2,849 | $16,648-82.9% | $12,690-77.5% | $13,397-78.7% |