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 | $56,941 | $79,171-28.1% | $102,423-44.4% | $74,495-23.6% |
| Participation rate | 45.3% | 74.8%-29.5pp | 76.5%-31.2pp | 67.2%-21.9pp |
| Annual return | 9.11% | 54.93%-45.8pp | 29.32%-20.2pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $949 | $2,362-59.8% | $3,023-68.6% | $2,623-63.8% |
| Participant deferral / active EE | $3,660 | $4,415-17.1% | $5,053-27.6% | $4,346-15.8% |
| Admin fee / account holder | $6,574 | $2,001+228.6% | $9,451-30.4% | $1,942+238.6% |