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 | $39,235 | $63,346-38.1% | $92,233-57.5% | $70,131-44.1% |
| Participation rate | 51.9% | 68.7%-16.8pp | 76.5%-24.6pp | 69.5%-17.7pp |
| Annual return | 11.32% | 530.12%-518.8pp | 176.28%-165.0pp | 73.14%-61.8pp |
| Employer contribution / active EE | $902 | $2,471-63.5% | $3,679-75.5% | $2,342-61.5% |
| Participant deferral / active EE | $1,510 | $2,854-47.1% | $3,897-61.3% | $3,332-54.7% |
| Admin fee / account holder | $21,797 | $3,840+467.6% | $5,194+319.7% | $4,645+369.2% |