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 | $36,640 | $104,907-65.1% | $84,611-56.7% | $152,861-76.0% |
| Participation rate | 45.5% | 74.8%-29.4pp | 68.2%-22.8pp | 82.4%-37.0pp |
| Annual return | 8.29% | 373.79%-365.5pp | 258.74%-250.5pp | 345.32%-337.0pp |
| Employer contribution / active EE | $834 | $3,302-74.7% | $2,652-68.5% | $4,762-82.5% |
| Participant deferral / active EE | $1,429 | $4,688-69.5% | $3,899-63.3% | $5,850-75.6% |
| Admin fee / account holder | $1,756 | $6,241-71.9% | $4,912-64.2% | $11,596-84.9% |