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 | $59,233 | $144,119-58.9% | $117,854-49.7% | $147,584-59.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 1.91% | 531.15%-529.2pp | 335.08%-333.2pp | 578.55%-576.6pp |
| Employer contribution / active EE | $887 | $4,896-81.9% | $3,786-76.6% | $4,876-81.8% |
| Participant deferral / active EE | $9,000 | $5,316+69.3% | $4,482+100.8% | $5,439+65.5% |
| Admin fee / account holder | $4,610 | $10,886-57.7% | $8,020-42.5% | $10,885-57.7% |