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 | $36,160 | $41,078-12.0% | $80,569-55.1% | $71,457-49.4% |
| Participation rate | 15.5% | 50.2%-34.7pp | 67.0%-51.5pp | 67.9%-52.4pp |
| Annual return | 14.61% | 38.45%-23.8pp | 935.43%-920.8pp | 28.85%-14.2pp |
| Employer contribution / active EE | $426 | $1,506-71.7% | $2,723-84.3% | $2,588-83.5% |
| Participant deferral / active EE | $1,130 | $2,699-58.1% | $4,447-74.6% | $4,289-73.6% |
| Admin fee / account holder | $1,562 | $1,840-15.1% | $5,377-71.0% | $1,587-1.6% |