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 | $41,772 | $70,587-40.8% | $124,672-66.5% | $85,850-51.3% |
| Participation rate | 61.2% | 64.4%-3.2pp | 74.6%-13.4pp | 69.3%-8.1pp |
| Annual return | 10.31% | 20688.83%-20678.5pp | 5142.93%-5132.6pp | 318.53%-308.2pp |
| Employer contribution / active EE | $549 | $1,913-71.3% | $3,324-83.5% | $2,565-78.6% |
| Participant deferral / active EE | $1,193 | $2,969-59.8% | $4,614-74.2% | $3,952-69.8% |
| Admin fee / account holder | $2,545 | $5,282-51.8% | $7,493-66.0% | $6,260-59.3% |