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 | $78,476 | $104,974-25.2% | $95,585-17.9% | $142,382-44.9% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.1%-34.6pp | 80.1%-42.6pp |
| Annual return | 10.07% | 210.33%-200.3pp | 38.56%-28.5pp | 217.08%-207.0pp |
| Employer contribution / active EE | $614 | $2,779-77.9% | $2,527-75.7% | $4,299-85.7% |
| Participant deferral / active EE | $764 | $4,352-82.4% | $4,023-81.0% | $6,507-88.3% |
| Admin fee / account holder | $18,066 | $6,386+182.9% | $6,127+194.8% | $12,624+43.1% |