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 | $22,486 | $99,652-77.4% | $78,778-71.5% | $147,584-84.8% |
| Participation rate | 28.6% | 76.2%-47.7pp | 69.2%-40.6pp | 82.8%-54.3pp |
| Annual return | 4.60% | 47.28%-42.7pp | 35.62%-31.0pp | 578.55%-573.9pp |
| Employer contribution / active EE | $757 | $2,796-72.9% | $1,986-61.9% | $4,876-84.5% |
| Participant deferral / active EE | $1,329 | $3,664-63.7% | $2,958-55.1% | $5,439-75.6% |
| Admin fee / account holder | $81,761 | $7,155+1042.7% | $5,134+1492.6% | $10,885+651.1% |