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 | $47,131 | $85,766-45.0% | $136,294-65.4% | $70,131-32.8% |
| Participation rate | 55.6% | 74.2%-18.6pp | 81.9%-26.4pp | 69.5%-14.0pp |
| Annual return | 13.73% | 31.45%-17.7pp | 5155.94%-5142.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,312 | $2,966-22.1% | $4,695-50.8% | $2,342-1.3% |
| Participant deferral / active EE | $7,839 | $5,051+55.2% | $6,247+25.5% | $3,332+135.3% |
| Admin fee / account holder | $19,301 | $5,420+256.1% | $9,243+108.8% | $4,645+315.5% |