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 | $43,551 | $83,902-48.1% | $167,512-74.0% | $84,808-48.6% |
| Participation rate | 53.0% | 66.5%-13.4pp | 77.1%-24.0pp | 68.3%-15.3pp |
| Annual return | 12.35% | 91.55%-79.2pp | 1615.79%-1603.4pp | 40.90%-28.5pp |
| Employer contribution / active EE | $982 | $2,264-56.6% | $3,882-74.7% | $2,631-62.7% |
| Participant deferral / active EE | $2,460 | $4,442-44.6% | $6,405-61.6% | $4,212-41.6% |
| Admin fee / account holder | $8,582 | $7,915+8.4% | $9,769-12.2% | $7,344+16.9% |