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 | $42,862 | $81,208-47.2% | $98,907-56.7% | $79,858-46.3% |
| Participation rate | 34.6% | 72.5%-37.9pp | 76.0%-41.4pp | 69.6%-35.0pp |
| Annual return | 7.10% | 60.99%-53.9pp | 196.43%-189.3pp | 31.71%-24.6pp |
| Employer contribution / active EE | $829 | $1,960-57.7% | $2,689-69.2% | $2,471-66.4% |
| Participant deferral / active EE | $1,997 | $3,265-38.8% | $4,244-53.0% | $3,740-46.6% |
| Admin fee / account holder | $17,094 | $6,013+184.3% | $6,642+157.4% | $5,306+222.1% |