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 | $38,352 | $83,902-54.3% | $167,512-77.1% | $84,808-54.8% |
| Participation rate | 51.4% | 66.5%-15.0pp | 77.1%-25.6pp | 68.3%-16.9pp |
| Annual return | 8.39% | 91.55%-83.2pp | 1615.79%-1607.4pp | 40.90%-32.5pp |
| Employer contribution / active EE | $1,289 | $2,264-43.1% | $3,882-66.8% | $2,631-51.0% |
| Participant deferral / active EE | $1,840 | $4,442-58.6% | $6,405-71.3% | $4,212-56.3% |
| Admin fee / account holder | $16,847 | $7,915+112.9% | $9,769+72.5% | $7,344+129.4% |