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 | $34,751 | $100,773-65.5% | $88,946-60.9% | $142,382-75.6% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 3.44% | 70.18%-66.7pp | 57.82%-54.4pp | 217.08%-213.6pp |
| Employer contribution / active EE | $1,517 | $2,918-48.0% | $2,555-40.6% | $4,299-64.7% |
| Participant deferral / active EE | $5,744 | $5,230+9.8% | $4,581+25.4% | $6,507-11.7% |
| Admin fee / account holder | $41,643 | $9,693+329.6% | $8,261+404.1% | $12,624+229.9% |