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 | $24,805 | $232,540-89.3% | $185,117-86.6% | $147,584-83.2% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 4.77% | 43.03%-38.3pp | 40.50%-35.7pp | 578.55%-573.8pp |
| Employer contribution / active EE | $662 | $5,195-87.3% | $4,182-84.2% | $4,876-86.4% |
| Participant deferral / active EE | $1,618 | $5,834-72.3% | $5,045-67.9% | $5,439-70.3% |
| Admin fee / account holder | $6,027 | $10,275-41.3% | $8,159-26.1% | $10,885-44.6% |