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 | $45,815 | $55,415-17.3% | $155,509-70.5% | $74,495-38.5% |
| Participation rate | 28.0% | 61.9%-33.9pp | 78.2%-50.2pp | 67.2%-39.2pp |
| Annual return | 7.71% | 268.50%-260.8pp | 64.67%-57.0pp | 1364.94%-1357.2pp |
| Employer contribution / active EE | $602 | $2,267-73.4% | $4,672-87.1% | $2,623-77.0% |
| Participant deferral / active EE | $1,215 | $2,836-57.2% | $5,626-78.4% | $4,346-72.1% |
| Admin fee / account holder | $5,889 | $1,738+238.8% | $15,912-63.0% | $1,942+203.3% |