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 | $34,002 | $133,922-74.6% | $116,228-70.7% | $142,382-76.1% |
| Participation rate | 65.0% | 77.9%-12.9pp | 74.6%-9.6pp | 80.1%-15.1pp |
| Annual return | 7.99% | 147.76%-139.8pp | 90.06%-82.1pp | 217.08%-209.1pp |
| Employer contribution / active EE | $1,071 | $3,446-68.9% | $2,994-64.2% | $4,299-75.1% |
| Participant deferral / active EE | $3,196 | $5,672-43.7% | $4,953-35.5% | $6,507-50.9% |
| Admin fee / account holder | $65,783 | $14,945+340.2% | $11,989+448.7% | $12,624+421.1% |