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 5-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 | $46,523 | $214,378-78.3% | $200,582-76.8% | $142,382-67.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 10.13% | 46.41%-36.3pp | 42.33%-32.2pp | 217.08%-206.9pp |
| Employer contribution / active EE | $2,263 | $6,841-66.9% | $6,419-64.7% | $4,299-47.4% |
| Participant deferral / active EE | $3,540 | $9,865-64.1% | $9,331-62.1% | $6,507-45.6% |
| Admin fee / account holder | $11,729 | $17,692-33.7% | $16,305-28.1% | $12,624-7.1% |