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 | $75,036 | $112,096-33.1% | $95,952-21.8% | $158,922-52.8% |
| Participation rate | 61.5% | 79.0%-17.4pp | 77.1%-15.5pp | 82.0%-20.4pp |
| Annual return | 4.99% | 171.09%-166.1pp | 91.61%-86.6pp | 302.83%-297.8pp |
| Employer contribution / active EE | $1,902 | $3,198-40.5% | $2,541-25.1% | $4,761-60.0% |
| Participant deferral / active EE | $3,578 | $4,784-25.2% | $4,167-14.1% | $5,982-40.2% |
| Admin fee / account holder | $24,351 | $10,130+140.4% | $6,795+258.3% | $11,246+116.5% |