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 | $40,713 | $85,202-52.2% | $172,739-76.4% | $72,985-44.2% |
| Participation rate | 49.3% | 70.1%-20.8pp | 82.6%-33.4pp | 69.5%-20.2pp |
| Annual return | 15.35% | 27.32%-12.0pp | 802.84%-787.5pp | 81.00%-65.7pp |
| Employer contribution / active EE | $1,222 | $3,324-63.2% | $5,143-76.2% | $2,440-49.9% |
| Participant deferral / active EE | $2,501 | $3,260-23.3% | $5,198-51.9% | $3,607-30.7% |
| Admin fee / account holder | $807 | $5,884-86.3% | $13,954-94.2% | $5,124-84.3% |