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 | $43,079 | $157,256-72.6% | $141,162-69.5% | $152,861-71.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 11.12% | 64.32%-53.2pp | 71.39%-60.3pp | 345.32%-334.2pp |
| Employer contribution / active EE | $1,937 | $5,261-63.2% | $4,735-59.1% | $4,762-59.3% |
| Participant deferral / active EE | $4,321 | $7,109-39.2% | $6,709-35.6% | $5,850-26.1% |
| Admin fee / account holder | $38,771 | $12,120+219.9% | $10,261+277.8% | $11,596+234.3% |