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 | $42,028 | $105,998-60.4% | $92,233-54.4% | $147,584-71.5% |
| Participation rate | 25.0% | 80.4%-55.4pp | 76.5%-51.5pp | 82.8%-57.8pp |
| Annual return | 8.00% | 50.05%-42.1pp | 176.28%-168.3pp | 578.55%-570.6pp |
| Employer contribution / active EE | $1,162 | $4,333-73.2% | $3,679-68.4% | $4,876-76.2% |
| Participant deferral / active EE | $2,905 | $4,478-35.1% | $3,897-25.5% | $5,439-46.6% |
| Admin fee / account holder | $37,500 | $6,332+492.2% | $5,194+622.1% | $10,885+244.5% |