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 | $49,614 | $165,335-70.0% | $149,696-66.9% | $158,922-68.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 4.25% | 348.15%-343.9pp | 276.60%-272.4pp | 302.83%-298.6pp |
| Employer contribution / active EE | $2,363 | $5,103-53.7% | $4,644-49.1% | $4,761-50.4% |
| Participant deferral / active EE | $7,902 | $7,181+10.0% | $6,842+15.5% | $5,982+32.1% |
| Admin fee / account holder | $25,588 | $10,807+136.8% | $9,309+174.9% | $11,246+127.5% |