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 | $51,534 | $60,124-14.3% | $90,404-43.0% | $79,858-35.5% |
| Participation rate | 39.3% | 65.0%-25.6pp | 72.7%-33.3pp | 69.6%-30.3pp |
| Annual return | 7.22% | 71.94%-64.7pp | 1293.02%-1285.8pp | 31.71%-24.5pp |
| Employer contribution / active EE | $476 | $2,068-77.0% | $3,262-85.4% | $2,471-80.7% |
| Participant deferral / active EE | $1,362 | $2,938-53.6% | $3,963-65.6% | $3,740-63.6% |
| Admin fee / account holder | $1,259 | $3,976-68.3% | $5,611-77.6% | $5,306-76.3% |