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 | $34,601 | $81,208-57.4% | $98,907-65.0% | $79,858-56.7% |
| Participation rate | 55.8% | 72.5%-16.7pp | 76.0%-20.2pp | 69.6%-13.8pp |
| Annual return | 6.71% | 60.99%-54.3pp | 196.43%-189.7pp | 31.71%-25.0pp |
| Employer contribution / active EE | $1,490 | $1,960-24.0% | $2,689-44.6% | $2,471-39.7% |
| Participant deferral / active EE | $2,545 | $3,265-22.0% | $4,244-40.0% | $3,740-31.9% |
| Admin fee / account holder | $22,488 | $6,013+274.0% | $6,642+238.6% | $5,306+323.8% |