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 | $30,915 | $69,207-55.3% | $64,056-51.7% | $139,434-77.8% |
| Participation rate | 55.6% | 75.6%-20.0pp | 72.3%-16.7pp | 80.3%-24.8pp |
| Annual return | 7.77% | 45.88%-38.1pp | 33.69%-25.9pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,507 | $3,182-52.7% | $2,747-45.1% | $4,751-68.3% |
| Participant deferral / active EE | $2,277 | $4,682-51.4% | $3,880-41.3% | $6,710-66.1% |
| Admin fee / account holder | $104,117 | $4,244+2353.2% | $3,068+3293.5% | $11,403+813.1% |