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 | $40,942 | $53,516-23.5% | $126,539-67.6% | $84,808-51.7% |
| Participation rate | 46.7% | 58.2%-11.6pp | 69.8%-23.2pp | 68.3%-21.6pp |
| Annual return | 11.75% | 58.34%-46.6pp | 425.95%-414.2pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,072 | $1,535-30.1% | $3,674-70.8% | $2,631-59.2% |
| Participant deferral / active EE | $3,268 | $2,671+22.4% | $4,083-19.9% | $4,212-22.4% |
| Admin fee / account holder | $11,542 | $4,497+156.7% | $6,065+90.3% | $7,344+57.2% |