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 | $56,250 | $162,781-65.4% | $133,956-58.0% | $158,922-64.6% |
| Participation rate | 58.8% | 83.2%-24.4pp | 79.8%-21.0pp | 82.0%-23.1pp |
| Annual return | 5.05% | 41.94%-36.9pp | 45.09%-40.0pp | 302.83%-297.8pp |
| Employer contribution / active EE | $1,071 | $4,975-78.5% | $3,919-72.7% | $4,761-77.5% |
| Participant deferral / active EE | $2,917 | $5,911-50.6% | $5,048-42.2% | $5,982-51.2% |
| Admin fee / account holder | $20,317 | $11,736+73.1% | $8,927+127.6% | $11,246+80.7% |