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 | $54,584 | $74,888-27.1% | $71,209-23.3% | $142,382-61.7% |
| Participation rate | 26.7% | 76.2%-49.6pp | 73.8%-47.1pp | 80.1%-53.5pp |
| Annual return | 10.43% | 345.14%-334.7pp | 282.51%-272.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $595 | $2,854-79.1% | $2,721-78.1% | $4,299-86.2% |
| Participant deferral / active EE | $744 | $4,454-83.3% | $4,175-82.2% | $6,507-88.6% |
| Admin fee / account holder | $27,671 | $5,568+396.9% | $5,349+417.3% | $12,624+119.2% |