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 | $27,532 | $110,261-75.0% | $95,745-71.2% | $139,434-80.3% |
| Participation rate | 33.3% | 75.8%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 8.11% | 27.11%-19.0pp | 28.35%-20.2pp | 372.94%-364.8pp |
| Employer contribution / active EE | $633 | $3,257-80.6% | $2,835-77.7% | $4,751-86.7% |
| Participant deferral / active EE | $872 | $4,676-81.3% | $4,245-79.4% | $6,710-87.0% |
| Admin fee / account holder | $68,729 | $6,613+939.3% | $5,678+1110.5% | $11,403+502.8% |