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 | $45,411 | $105,931-57.1% | $81,930-44.6% | $158,922-71.4% |
| Participation rate | 58.3% | 75.6%-17.3pp | 72.0%-13.7pp | 82.0%-23.6pp |
| Annual return | 3.39% | 38.17%-34.8pp | 29.49%-26.1pp | 302.83%-299.4pp |
| Employer contribution / active EE | $1,035 | $7,800-86.7% | $4,310-76.0% | $4,761-78.3% |
| Participant deferral / active EE | $4,860 | $13,003-62.6% | $7,107-31.6% | $5,982-18.8% |
| Admin fee / account holder | $30,121 | $8,489+254.8% | $5,158+484.0% | $11,246+167.8% |