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 | $37,625 | $172,111-78.1% | $150,298-75.0% | $137,256-72.6% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 8.00% | 69.37%-61.4pp | 62.79%-54.8pp | 220.34%-212.3pp |
| Employer contribution / active EE | $1,218 | $4,636-73.7% | $4,154-70.7% | $4,156-70.7% |
| Participant deferral / active EE | $1,662 | $6,166-73.1% | $5,453-69.5% | $6,407-74.1% |
| Admin fee / account holder | $29,283 | $16,471+77.8% | $14,116+107.4% | $12,270+138.7% |