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 | $30,293 | $85,766-64.7% | $136,294-77.8% | $70,131-56.8% |
| Participation rate | 68.3% | 74.2%-5.9pp | 81.9%-13.6pp | 69.5%-1.2pp |
| Annual return | 13.75% | 31.45%-17.7pp | 5155.94%-5142.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,025 | $2,966-31.7% | $4,695-56.9% | $2,342-13.6% |
| Participant deferral / active EE | $4,498 | $5,051-10.9% | $6,247-28.0% | $3,332+35.0% |
| Admin fee / account holder | $11,372 | $5,420+109.8% | $9,243+23.0% | $4,645+144.8% |