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 | $37,784 | $124,281-69.6% | $109,143-65.4% | $167,490-77.4% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 6.99% | 26.04%-19.0pp | 25.75%-18.8pp | 478.56%-471.6pp |
| Employer contribution / active EE | $1,271 | $4,207-69.8% | $3,722-65.9% | $4,837-73.7% |
| Participant deferral / active EE | $1,797 | $5,255-65.8% | $4,653-61.4% | $6,341-71.7% |
| Admin fee / account holder | $23,325 | $7,970+192.7% | $6,752+245.4% | $12,309+89.5% |