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 | $72,071-80.5% | $68,368-79.4% | $137,256-89.7% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 11.11% | 353.14%-342.0pp | 292.57%-281.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,203 | $2,788-56.8% | $2,649-54.6% | $4,156-71.1% |
| Participant deferral / active EE | $1,852 | $4,410-58.0% | $4,123-55.1% | $6,407-71.1% |
| Admin fee / account holder | $7,017 | $5,336+31.5% | $5,150+36.3% | $12,270-42.8% |