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 | $74,965 | $48,570+54.3% | $130,648-42.6% | $72,985+2.7% |
| Participation rate | 27.1% | 58.6%-31.5pp | 71.7%-44.7pp | 69.5%-42.4pp |
| Annual return | 16.39% | 38.63%-22.2pp | 1708.96%-1692.6pp | 81.00%-64.6pp |
| Employer contribution / active EE | $640 | $1,334-52.0% | $4,092-84.4% | $2,440-73.8% |
| Participant deferral / active EE | $1,562 | $2,384-34.5% | $3,603-56.6% | $3,607-56.7% |
| Admin fee / account holder | $8,853 | $3,549+149.4% | $5,464+62.0% | $5,124+72.8% |