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 | $50,750 | $79,171-35.9% | $102,423-50.5% | $74,495-31.9% |
| Participation rate | 55.0% | 74.8%-19.8pp | 76.5%-21.5pp | 67.2%-12.2pp |
| Annual return | 10.12% | 54.93%-44.8pp | 29.32%-19.2pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,168 | $2,362-50.5% | $3,023-61.4% | $2,623-55.5% |
| Participant deferral / active EE | $2,286 | $4,415-48.2% | $5,053-54.8% | $4,346-47.4% |
| Admin fee / account holder | $2,978 | $2,001+48.9% | $9,451-68.5% | $1,942+53.4% |