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 | $42,570 | $74,888-43.2% | $71,209-40.2% | $142,382-70.1% |
| Participation rate | 52.9% | 76.2%-23.3pp | 73.8%-20.8pp | 80.1%-27.2pp |
| Annual return | 12.90% | 345.14%-332.2pp | 282.51%-269.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,414 | $2,854-50.5% | $2,721-48.0% | $4,299-67.1% |
| Participant deferral / active EE | $3,113 | $4,454-30.1% | $4,175-25.4% | $6,507-52.2% |
| Admin fee / account holder | $74,649 | $5,568+1240.6% | $5,349+1295.6% | $12,624+491.3% |