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 | $36,373 | $60,124-39.5% | $90,404-59.8% | $79,858-54.5% |
| Participation rate | 63.3% | 65.0%-1.7pp | 72.7%-9.4pp | 69.6%-6.4pp |
| Annual return | 10.05% | 71.94%-61.9pp | 1293.02%-1283.0pp | 31.71%-21.7pp |
| Employer contribution / active EE | $941 | $2,068-54.5% | $3,262-71.2% | $2,471-61.9% |
| Participant deferral / active EE | $1,293 | $2,938-56.0% | $3,963-67.4% | $3,740-65.4% |
| Admin fee / account holder | $3,196 | $3,976-19.6% | $5,611-43.0% | $5,306-39.8% |