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 | $54,642 | $101,317-46.1% | $146,958-62.8% | $74,495-26.7% |
| Participation rate | 47.2% | 75.5%-28.3pp | 82.2%-35.0pp | 67.2%-20.0pp |
| Annual return | 11.26% | 8730.91%-8719.6pp | 418.34%-407.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,262 | $3,810-66.9% | $4,933-74.4% | $2,623-51.9% |
| Participant deferral / active EE | $3,540 | $7,303-51.5% | $8,070-56.1% | $4,346-18.6% |
| Admin fee / account holder | $4,661 | $1,739+168.1% | $12,998-64.1% | $1,942+140.1% |