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 | $44,389 | $61,058-27.3% | $71,209-37.7% | $85,563-48.1% |
| Participation rate | 21.4% | 58.6%-37.2pp | 73.8%-52.4pp | 66.0%-44.6pp |
| Annual return | 12.14% | 100.41%-88.3pp | 282.51%-270.4pp | 31.51%-19.4pp |
| Employer contribution / active EE | $514 | $2,199-76.6% | $2,721-81.1% | $2,654-80.6% |
| Participant deferral / active EE | $848 | $3,173-73.3% | $4,175-79.7% | $4,375-80.6% |
| Admin fee / account holder | $11,079 | $855+1196.2% | $5,349+107.1% | $834+1228.1% |