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 | $56,920 | $78,672-27.6% | $109,143-47.8% | $85,850-33.7% |
| Participation rate | 36.7% | 68.3%-31.6pp | 75.9%-39.2pp | 69.3%-32.6pp |
| Annual return | 9.21% | 25.09%-15.9pp | 25.75%-16.5pp | 318.53%-309.3pp |
| Employer contribution / active EE | $987 | $2,735-63.9% | $3,722-73.5% | $2,565-61.5% |
| Participant deferral / active EE | $3,999 | $3,467+15.3% | $4,653-14.0% | $3,952+1.2% |
| Admin fee / account holder | $31,879 | $5,469+482.9% | $6,752+372.1% | $6,260+409.3% |