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 | $35,907 | $72,071-50.2% | $68,368-47.5% | $137,256-73.8% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.0%-35.5pp |
| Annual return | 6.15% | 353.14%-347.0pp | 292.57%-286.4pp | 220.34%-214.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $722 | $4,410-83.6% | $4,123-82.5% | $6,407-88.7% |
| Admin fee / account holder | $7,360 | $5,336+37.9% | $5,150+42.9% | $12,270-40.0% |