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 | $45,605 | $74,888-39.1% | $71,209-36.0% | $142,382-68.0% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.1%-35.7pp |
| Annual return | 10.83% | 345.14%-334.3pp | 282.51%-271.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $677 | $2,854-76.3% | $2,721-75.1% | $4,299-84.3% |
| Participant deferral / active EE | $1,514 | $4,454-66.0% | $4,175-63.7% | $6,507-76.7% |
| Admin fee / account holder | $26,756 | $5,568+380.5% | $5,349+400.2% | $12,624+111.9% |