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 | $30,292 | $100,970-70.0% | $96,576-68.6% | $137,256-77.9% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 6.56% | 38.16%-31.6pp | 38.47%-31.9pp | 220.34%-213.8pp |
| Employer contribution / active EE | $966 | $3,809-74.6% | $3,553-72.8% | $4,156-76.8% |
| Participant deferral / active EE | $2,415 | $8,286-70.9% | $7,956-69.6% | $6,407-62.3% |
| Admin fee / account holder | $57,120 | $11,312+405.0% | $11,381+401.9% | $12,270+365.5% |