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 | $41,250 | $106,515-61.3% | $96,683-57.3% | $139,434-70.4% |
| Participation rate | 30.8% | 77.8%-47.1pp | 74.3%-43.6pp | 80.3%-49.5pp |
| Annual return | 5.64% | 38.43%-32.8pp | 35.69%-30.1pp | 372.94%-367.3pp |
| Employer contribution / active EE | $1,333 | $4,103-67.5% | $3,737-64.3% | $4,751-71.9% |
| Participant deferral / active EE | $1,654 | $5,454-69.7% | $4,878-66.1% | $6,710-75.3% |
| Admin fee / account holder | $83,825 | $7,877+964.2% | $6,730+1145.6% | $11,403+635.1% |