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 | $47,340 | $74,888-36.8% | $71,209-33.5% | $142,382-66.8% |
| Participation rate | 64.3% | 76.2%-11.9pp | 73.8%-9.5pp | 80.1%-15.8pp |
| Annual return | 12.91% | 345.14%-332.2pp | 282.51%-269.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,014 | $2,854-64.5% | $2,721-62.7% | $4,299-76.4% |
| Participant deferral / active EE | $2,290 | $4,454-48.6% | $4,175-45.2% | $6,507-64.8% |
| Admin fee / account holder | $22,236 | $5,568+299.3% | $5,349+315.7% | $12,624+76.1% |