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 | $40,953 | $49,173-16.7% | $121,098-66.2% | $75,163-45.5% |
| Participation rate | 67.2% | 55.4%+11.8pp | 69.5%-2.3pp | 67.2%0pp |
| Annual return | 12.53% | 55.99%-43.5pp | 985.75%-973.2pp | 160.62%-148.1pp |
| Employer contribution / active EE | $750 | $1,546-51.5% | $4,164-82.0% | $2,670-71.9% |
| Participant deferral / active EE | $2,313 | $2,628-12.0% | $4,080-43.3% | $4,125-43.9% |
| Admin fee / account holder | $15,054 | $3,942+281.9% | $5,644+166.7% | $5,651+166.4% |