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 | $61,679 | $85,202-27.6% | $172,739-64.3% | $72,985-15.5% |
| Participation rate | 36.0% | 70.1%-34.1pp | 82.6%-46.6pp | 69.5%-33.5pp |
| Annual return | 15.60% | 27.32%-11.7pp | 802.84%-787.2pp | 81.00%-65.4pp |
| Employer contribution / active EE | $866 | $3,324-74.0% | $5,143-83.2% | $2,440-64.5% |
| Participant deferral / active EE | $3,829 | $3,260+17.4% | $5,198-26.3% | $3,607+6.1% |
| Admin fee / account holder | $39,413 | $5,884+569.8% | $13,954+182.4% | $5,124+669.1% |