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 | $45,925 | $109,817-58.2% | $98,442-53.3% | $167,490-72.6% |
| Participation rate | 36.4% | 75.8%-39.5pp | 73.3%-37.0pp | 82.1%-45.7pp |
| Annual return | 0.60% | 1956.69%-1956.1pp | 1492.73%-1492.1pp | 478.56%-478.0pp |
| Employer contribution / active EE | $907 | $3,224-71.9% | $2,960-69.4% | $4,837-81.3% |
| Participant deferral / active EE | $2,801 | $4,673-40.1% | $4,276-34.5% | $6,341-55.8% |
| Admin fee / account holder | $6,983 | $6,753+3.4% | $5,949+17.4% | $12,309-43.3% |