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 | $47,907 | $80,717-40.6% | $154,803-69.1% | $84,808-43.5% |
| Participation rate | 51.7% | 66.8%-15.1pp | 78.1%-26.3pp | 68.3%-16.6pp |
| Annual return | 11.66% | 37.96%-26.3pp | 58.88%-47.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,285 | $2,761-53.5% | $4,305-70.2% | $2,631-51.2% |
| Participant deferral / active EE | $3,687 | $3,303+11.6% | $5,540-33.5% | $4,212-12.5% |
| Admin fee / account holder | $188,127 | $6,746+2688.9% | $14,329+1212.9% | $7,344+2461.7% |