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 | $118,238 | $227,553-48.0% | $189,557-37.6% | $167,490-29.4% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.4%-40.9pp | 82.1%-44.6pp |
| Annual return | 7.36% | 78.40%-71.0pp | 64.17%-56.8pp | 478.56%-471.2pp |
| Employer contribution / active EE | $1,091 | $5,316-79.5% | $4,412-75.3% | $4,837-77.5% |
| Participant deferral / active EE | $2,095 | $7,002-70.1% | $6,174-66.1% | $6,341-67.0% |
| Admin fee / account holder | $45,986 | $11,878+287.2% | $9,807+368.9% | $12,309+273.6% |