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 | $67,672 | $178,174-62.0% | $156,181-56.7% | $137,256-50.7% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.8%-38.8pp | 80.0%-40.0pp |
| Annual return | 6.50% | 84.19%-77.7pp | 64.87%-58.4pp | 220.34%-213.8pp |
| Employer contribution / active EE | $1,195 | $4,972-76.0% | $4,294-72.2% | $4,156-71.2% |
| Participant deferral / active EE | $2,811 | $6,888-59.2% | $6,132-54.2% | $6,407-56.1% |
| Admin fee / account holder | $6,492 | $17,404-62.7% | $14,586-55.5% | $12,270-47.1% |