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 | $48,432 | $102,317-52.7% | $146,958-67.0% | $80,856-40.1% |
| Participation rate | 46.2% | 75.8%-29.7pp | 82.2%-36.0pp | 67.6%-21.5pp |
| Annual return | 8.63% | 134.76%-126.1pp | 418.34%-409.7pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,266 | $3,713-65.9% | $4,933-74.3% | $2,755-54.0% |
| Participant deferral / active EE | $2,784 | $6,644-58.1% | $8,070-65.5% | $4,296-35.2% |
| Admin fee / account holder | $9,430 | $7,941+18.7% | $12,998-27.5% | $6,918+36.3% |