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 | $30,176 | $72,400-58.3% | $67,502-55.3% | $145,922-79.3% |
| Participation rate | 41.2% | 76.9%-35.7pp | 72.9%-31.7pp | 80.3%-39.1pp |
| Annual return | 7.13% | 7182.46%-7175.3pp | 3512.12%-3505.0pp | 561.29%-554.2pp |
| Employer contribution / active EE | $799 | $3,069-74.0% | $2,731-70.8% | $4,660-82.9% |
| Participant deferral / active EE | $956 | $4,783-80.0% | $4,000-76.1% | $6,688-85.7% |
| Admin fee / account holder | $2,296 | $5,539-58.6% | $3,998-42.6% | $13,397-82.9% |