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 | $14,081 | $74,888-81.2% | $71,209-80.2% | $142,382-90.1% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 11.11% | 345.14%-334.0pp | 282.51%-271.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,203 | $2,854-57.9% | $2,721-55.8% | $4,299-72.0% |
| Participant deferral / active EE | $1,852 | $4,454-58.4% | $4,175-55.6% | $6,507-71.5% |
| Admin fee / account holder | $7,017 | $5,568+26.0% | $5,349+31.2% | $12,624-44.4% |