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 | $47,673 | $65,395-27.1% | $182,532-73.9% | $72,985-34.7% |
| Participation rate | 55.9% | 65.4%-9.6pp | 78.0%-22.1pp | 69.5%-13.6pp |
| Annual return | 17.17% | 27.68%-10.5pp | 148.54%-131.4pp | 81.00%-63.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,431 | $3,563+24.4% | $5,524-19.8% | $3,607+22.8% |
| Admin fee / account holder | $12,223 | $4,245+188.0% | $8,592+42.3% | $5,124+138.5% |