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 | $69,702 | $74,888-6.9% | $71,209-2.1% | $142,382-51.0% |
| Participation rate | 45.0% | 76.2%-31.2pp | 73.8%-28.8pp | 80.1%-35.1pp |
| Annual return | 12.10% | 345.14%-333.0pp | 282.51%-270.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,080 | $2,854-62.2% | $2,721-60.3% | $4,299-74.9% |
| Participant deferral / active EE | $3,983 | $4,454-10.6% | $4,175-4.6% | $6,507-38.8% |
| Admin fee / account holder | $27,805 | $5,568+399.3% | $5,349+419.8% | $12,624+120.3% |