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 | $32,579 | $99,020-67.1% | $86,590-62.4% | $147,584-77.9% |
| Participation rate | 44.4% | 76.3%-31.9pp | 73.5%-29.1pp | 82.8%-38.4pp |
| Annual return | 4.94% | 1312.34%-1307.4pp | 964.84%-959.9pp | 578.55%-573.6pp |
| Employer contribution / active EE | $2,227 | $3,132-28.9% | $2,839-21.6% | $4,876-54.3% |
| Participant deferral / active EE | $4,951 | $3,972+24.6% | $3,609+37.2% | $5,439-9.0% |
| Admin fee / account holder | $1,332 | $5,710-76.7% | $4,906-72.8% | $10,885-87.8% |