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 | $28,559 | $53,516-46.6% | $126,539-77.4% | $84,808-66.3% |
| Participation rate | 56.1% | 58.2%-2.2pp | 69.8%-13.7pp | 68.3%-12.2pp |
| Annual return | 9.46% | 58.34%-48.9pp | 425.95%-416.5pp | 40.90%-31.4pp |
| Employer contribution / active EE | $825 | $1,535-46.2% | $3,674-77.5% | $2,631-68.6% |
| Participant deferral / active EE | $3,301 | $2,671+23.6% | $4,083-19.2% | $4,212-21.6% |
| Admin fee / account holder | $7,045 | $4,497+56.7% | $6,065+16.2% | $7,344-4.1% |