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 | $41,098 | $69,207-40.6% | $64,056-35.8% | $139,434-70.5% |
| Participation rate | 30.0% | 75.6%-45.6pp | 72.3%-42.3pp | 80.3%-50.3pp |
| Annual return | 5.87% | 45.88%-40.0pp | 33.69%-27.8pp | 372.94%-367.1pp |
| Employer contribution / active EE | $2,555 | $3,182-19.7% | $2,747-7.0% | $4,751-46.2% |
| Participant deferral / active EE | $3,479 | $4,682-25.7% | $3,880-10.3% | $6,710-48.2% |
| Admin fee / account holder | $52,399 | $4,244+1134.6% | $3,068+1607.8% | $11,403+359.5% |