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 | $38,637 | $77,899-50.4% | $149,673-74.2% | $75,163-48.6% |
| Participation rate | 43.8% | 65.6%-21.8pp | 78.8%-35.0pp | 67.2%-23.4pp |
| Annual return | 9.97% | 31.72%-21.7pp | 134.42%-124.4pp | 160.62%-150.6pp |
| Employer contribution / active EE | $1,309 | $3,137-58.3% | $4,818-72.8% | $2,670-51.0% |
| Participant deferral / active EE | $3,397 | $3,411-0.4% | $5,680-40.2% | $4,125-17.6% |
| Admin fee / account holder | $12,513 | $5,956+110.1% | $13,210-5.3% | $5,651+121.4% |