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 | $42,144 | $74,888-43.7% | $71,209-40.8% | $142,382-70.4% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.1%-35.7pp |
| Annual return | 8.72% | 345.14%-336.4pp | 282.51%-273.8pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,356 | $2,854-17.5% | $2,721-13.4% | $4,299-45.2% |
| Participant deferral / active EE | $1,570 | $4,454-64.7% | $4,175-62.4% | $6,507-75.9% |
| Admin fee / account holder | $1,576 | $5,568-71.7% | $5,349-70.5% | $12,624-87.5% |