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 | $45,236 | $118,849-61.9% | $96,562-53.2% | $167,490-73.0% |
| Participation rate | 59.1% | 75.5%-16.4pp | 69.8%-10.7pp | 82.1%-23.0pp |
| Annual return | 8.02% | 50.49%-42.5pp | 37.78%-29.8pp | 478.56%-470.5pp |
| Employer contribution / active EE | $563 | $3,120-82.0% | $2,356-76.1% | $4,837-88.4% |
| Participant deferral / active EE | $3,632 | $4,616-21.3% | $3,849-5.6% | $6,341-42.7% |
| Admin fee / account holder | $19,410 | $8,065+140.7% | $6,181+214.0% | $12,309+57.7% |