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 | $28,881 | $109,817-73.7% | $98,442-70.7% | $167,490-82.8% |
| Participation rate | 57.9% | 75.8%-17.9pp | 73.3%-15.4pp | 82.1%-24.2pp |
| Annual return | 7.71% | 1956.69%-1949.0pp | 1492.73%-1485.0pp | 478.56%-470.8pp |
| Employer contribution / active EE | $826 | $3,224-74.4% | $2,960-72.1% | $4,837-82.9% |
| Participant deferral / active EE | $1,841 | $4,673-60.6% | $4,276-56.9% | $6,341-71.0% |
| Admin fee / account holder | $4,783 | $6,753-29.2% | $5,949-19.6% | $12,309-61.1% |