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 | $61,392 | $149,734-59.0% | $118,925-48.4% | $158,922-61.4% |
| Participation rate | 68.2% | 82.1%-13.9pp | 75.4%-7.2pp | 82.0%-13.8pp |
| Annual return | 4.13% | 19.95%-15.8pp | 35.88%-31.8pp | 302.83%-298.7pp |
| Employer contribution / active EE | $1,745 | $4,115-57.6% | $3,263-46.5% | $4,761-63.3% |
| Participant deferral / active EE | $3,026 | $5,223-42.1% | $4,265-29.1% | $5,982-49.4% |
| Admin fee / account holder | $1,320 | $8,603-84.7% | $6,581-79.9% | $11,246-88.3% |