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 | $36,562 | $85,766-57.4% | $136,294-73.2% | $70,131-47.9% |
| Participation rate | 20.5% | 74.2%-53.7pp | 81.9%-61.5pp | 69.5%-49.1pp |
| Annual return | 13.32% | 31.45%-18.1pp | 5155.94%-5142.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,175 | $2,966-60.4% | $4,695-75.0% | $2,342-49.8% |
| Participant deferral / active EE | $3,625 | $5,051-28.2% | $6,247-42.0% | $3,332+8.8% |
| Admin fee / account holder | $22,784 | $5,420+320.3% | $9,243+146.5% | $4,645+390.5% |