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 | $37,933 | $111,535-66.0% | $105,223-63.9% | $137,256-72.4% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 8.49% | 237.85%-229.4pp | 180.65%-172.2pp | 220.34%-211.9pp |
| Employer contribution / active EE | $1,588 | $3,939-59.7% | $3,689-57.0% | $4,156-61.8% |
| Participant deferral / active EE | $2,285 | $5,500-58.4% | $5,072-54.9% | $6,407-64.3% |
| Admin fee / account holder | $27,498 | $9,721+182.9% | $8,859+210.4% | $12,270+124.1% |