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 | $55,338 | $106,890-48.2% | $84,015-34.1% | $152,861-63.8% |
| Participation rate | 63.2% | 75.2%-12.1pp | 69.0%-5.9pp | 82.4%-19.3pp |
| Annual return | 2.42% | 104.99%-102.6pp | 71.31%-68.9pp | 345.32%-342.9pp |
| Employer contribution / active EE | $1,265 | $2,734-53.7% | $1,983-36.2% | $4,762-73.4% |
| Participant deferral / active EE | $7,542 | $4,011+88.0% | $3,239+132.9% | $5,850+28.9% |
| Admin fee / account holder | $52,875 | $8,285+538.2% | $6,101+766.7% | $11,596+356.0% |