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 | $45,827 | $178,174-74.3% | $156,181-70.7% | $137,256-66.6% |
| Participation rate | 68.2% | 82.0%-13.9pp | 78.8%-10.6pp | 80.0%-11.8pp |
| Annual return | 8.77% | 84.19%-75.4pp | 64.87%-56.1pp | 220.34%-211.6pp |
| Employer contribution / active EE | $1,133 | $4,972-77.2% | $4,294-73.6% | $4,156-72.7% |
| Participant deferral / active EE | $3,668 | $6,888-46.7% | $6,132-40.2% | $6,407-42.8% |
| Admin fee / account holder | $217,569 | $17,404+1150.1% | $14,586+1391.6% | $12,270+1673.2% |