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 | $83,421 | $165,984-49.7% | $164,813-49.4% | $145,922-42.8% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.8pp |
| Annual return | 3.58% | 100.03%-96.5pp | 69.93%-66.3pp | 561.29%-557.7pp |
| Employer contribution / active EE | $1,172 | $5,273-77.8% | $4,341-73.0% | $4,660-74.8% |
| Participant deferral / active EE | $3,426 | $6,959-50.8% | $6,031-43.2% | $6,688-48.8% |
| Admin fee / account holder | $37,536 | $16,648+125.5% | $12,690+195.8% | $13,397+180.2% |