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 | $32,874 | $104,907-68.7% | $84,611-61.1% | $152,861-78.5% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 8.46% | 373.79%-365.3pp | 258.74%-250.3pp | 345.32%-336.9pp |
| Employer contribution / active EE | $590 | $3,302-82.1% | $2,652-77.8% | $4,762-87.6% |
| Participant deferral / active EE | $3,618 | $4,688-22.8% | $3,899-7.2% | $5,850-38.2% |
| Admin fee / account holder | $56,948 | $6,241+812.5% | $4,912+1059.3% | $11,596+391.1% |