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 | $29,673 | $83,902-64.6% | $167,512-82.3% | $84,808-65.0% |
| Participation rate | 65.5% | 66.5%-1.0pp | 77.1%-11.6pp | 68.3%-2.8pp |
| Annual return | 13.11% | 91.55%-78.4pp | 1615.79%-1602.7pp | 40.90%-27.8pp |
| Employer contribution / active EE | $743 | $2,264-67.2% | $3,882-80.9% | $2,631-71.8% |
| Participant deferral / active EE | $2,717 | $4,442-38.8% | $6,405-57.6% | $4,212-35.5% |
| Admin fee / account holder | $1,056 | $7,915-86.7% | $9,769-89.2% | $7,344-85.6% |