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 | $27,918 | $102,966-72.9% | $90,281-69.1% | $152,861-81.7% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.4%-26.9pp |
| Annual return | 6.56% | 95.16%-88.6pp | 78.10%-71.5pp | 345.32%-338.8pp |
| Employer contribution / active EE | $1,398 | $3,139-55.4% | $2,854-51.0% | $4,762-70.6% |
| Participant deferral / active EE | $2,765 | $4,281-35.4% | $3,885-28.8% | $5,850-52.7% |
| Admin fee / account holder | $677 | $6,171-89.0% | $5,351-87.4% | $11,596-94.2% |