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 | $29,045 | $85,766-66.1% | $136,294-78.7% | $70,131-58.6% |
| Participation rate | 60.6% | 74.2%-13.5pp | 81.9%-21.3pp | 69.5%-8.9pp |
| Annual return | 13.32% | 31.45%-18.1pp | 5155.94%-5142.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $2,730 | $2,966-8.0% | $4,695-41.9% | $2,342+16.5% |
| Participant deferral / active EE | $4,231 | $5,051-16.2% | $6,247-32.3% | $3,332+27.0% |
| Admin fee / account holder | $16,675 | $5,420+207.6% | $9,243+80.4% | $4,645+259.0% |