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 | $31,364 | $159,901-80.4% | $146,958-78.7% | $145,922-78.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.17% | 98.13%-90.0pp | 418.34%-410.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,323 | $5,286-75.0% | $4,933-73.2% | $4,660-71.6% |
| Participant deferral / active EE | $2,708 | $8,428-67.9% | $8,070-66.4% | $6,688-59.5% |
| Admin fee / account holder | $35,555 | $15,044+136.3% | $12,998+173.5% | $13,397+165.4% |