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 | $37,595 | $80,717-53.4% | $154,803-75.7% | $84,808-55.7% |
| Participation rate | 30.8% | 66.8%-36.0pp | 78.1%-47.3pp | 68.3%-37.5pp |
| Annual return | 9.22% | 37.96%-28.7pp | 58.88%-49.7pp | 40.90%-31.7pp |
| Employer contribution / active EE | $642 | $2,761-76.8% | $4,305-85.1% | $2,631-75.6% |
| Participant deferral / active EE | $871 | $3,303-73.6% | $5,540-84.3% | $4,212-79.3% |
| Admin fee / account holder | $15,095 | $6,746+123.8% | $14,329+5.3% | $7,344+105.5% |