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 | $58,334 | $74,888-22.1% | $71,209-18.1% | $142,382-59.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 3.96% | 345.14%-341.2pp | 282.51%-278.6pp | 217.08%-213.1pp |
| Employer contribution / active EE | $4,235 | $2,854+48.4% | $2,721+55.7% | $4,299-1.5% |
| Participant deferral / active EE | $9,753 | $4,454+119.0% | $4,175+133.6% | $6,507+49.9% |
| Admin fee / account holder | $53,967 | $5,568+869.2% | $5,349+909.0% | $12,624+327.5% |