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 | $30,144 | $105,998-71.6% | $92,233-67.3% | $147,584-79.6% |
| Participation rate | 40.9% | 80.4%-39.5pp | 76.5%-35.6pp | 82.8%-41.9pp |
| Annual return | 8.70% | 50.05%-41.3pp | 176.28%-167.6pp | 578.55%-569.8pp |
| Employer contribution / active EE | $915 | $4,333-78.9% | $3,679-75.1% | $4,876-81.2% |
| Participant deferral / active EE | $1,545 | $4,478-65.5% | $3,897-60.3% | $5,439-71.6% |
| Admin fee / account holder | $14,772 | $6,332+133.3% | $5,194+184.4% | $10,885+35.7% |