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 | $66,689 | $70,669-5.6% | $169,368-60.6% | $75,163-11.3% |
| Participation rate | 40.7% | 64.8%-24.1pp | 77.1%-36.4pp | 67.2%-26.5pp |
| Annual return | 6.54% | 36.36%-29.8pp | 405.60%-399.1pp | 160.62%-154.1pp |
| Employer contribution / active EE | $1,456 | $2,211-34.1% | $4,013-63.7% | $2,670-45.5% |
| Participant deferral / active EE | $3,176 | $4,311-26.3% | $6,221-49.0% | $4,125-23.0% |
| Admin fee / account holder | $97,031 | $5,402+1696.1% | $9,003+977.7% | $5,651+1617.1% |