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 | $32,362 | $98,750-67.2% | $149,696-78.4% | $79,858-59.5% |
| Participation rate | 37.9% | 75.8%-37.8pp | 82.5%-44.5pp | 69.6%-31.7pp |
| Annual return | 12.18% | 27.43%-15.2pp | 276.60%-264.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,370 | $3,216-57.4% | $4,644-70.5% | $2,471-44.5% |
| Participant deferral / active EE | $3,016 | $5,680-46.9% | $6,842-55.9% | $3,740-19.4% |
| Admin fee / account holder | $12,632 | $6,053+108.7% | $9,309+35.7% | $5,306+138.1% |