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 | $39,729 | $144,119-72.4% | $117,854-66.3% | $147,584-73.1% |
| Participation rate | 65.0% | 83.4%-18.4pp | 79.7%-14.7pp | 82.8%-17.8pp |
| Annual return | 8.29% | 531.15%-522.9pp | 335.08%-326.8pp | 578.55%-570.3pp |
| Employer contribution / active EE | $1,227 | $4,896-74.9% | $3,786-67.6% | $4,876-74.8% |
| Participant deferral / active EE | $2,760 | $5,316-48.1% | $4,482-38.4% | $5,439-49.3% |
| Admin fee / account holder | $25,440 | $10,886+133.7% | $8,020+217.2% | $10,885+133.7% |