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 | $34,493 | $105,181-67.2% | $159,436-78.4% | $85,850-59.8% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.8%-21.7pp | 69.3%-8.2pp |
| Annual return | 9.18% | 45.07%-35.9pp | 263.57%-254.4pp | 318.53%-309.4pp |
| Employer contribution / active EE | $2,207 | $3,318-33.5% | $4,829-54.3% | $2,565-14.0% |
| Participant deferral / active EE | $5,376 | $5,945-9.6% | $7,352-26.9% | $3,952+36.0% |
| Admin fee / account holder | $11,499 | $6,933+65.8% | $10,799+6.5% | $6,260+83.7% |