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 | $48,321 | $158,398-69.5% | $126,539-61.8% | $142,382-66.1% |
| Participation rate | 40.0% | 75.8%-35.8pp | 69.8%-29.8pp | 80.1%-40.1pp |
| Annual return | 5.64% | 593.76%-588.1pp | 425.95%-420.3pp | 217.08%-211.4pp |
| Employer contribution / active EE | $811 | $4,650-82.6% | $3,674-77.9% | $4,299-81.1% |
| Participant deferral / active EE | $4,818 | $4,767+1.1% | $4,083+18.0% | $6,507-26.0% |
| Admin fee / account holder | $133,606 | $6,918+1831.3% | $6,065+2103.1% | $12,624+958.4% |