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 | $44,902 | $105,998-57.6% | $92,233-51.3% | $147,584-69.6% |
| Participation rate | 39.1% | 80.4%-41.3pp | 76.5%-37.3pp | 82.8%-43.7pp |
| Annual return | 7.75% | 50.05%-42.3pp | 176.28%-168.5pp | 578.55%-570.8pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,177 | $4,478-73.7% | $3,897-69.8% | $5,439-78.4% |
| Admin fee / account holder | $414 | $6,332-93.5% | $5,194-92.0% | $10,885-96.2% |