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 | $58,137 | $152,587-61.9% | $125,175-53.6% | $152,861-62.0% |
| Participation rate | 69.2% | 83.3%-14.1pp | 79.8%-10.6pp | 82.4%-13.2pp |
| Annual return | 4.56% | 54.84%-50.3pp | 43.79%-39.2pp | 345.32%-340.8pp |
| Employer contribution / active EE | $1,426 | $4,946-71.2% | $3,865-63.1% | $4,762-70.1% |
| Participant deferral / active EE | $2,325 | $5,868-60.4% | $4,937-52.9% | $5,850-60.3% |
| Admin fee / account holder | $30,716 | $13,434+128.6% | $9,702+216.6% | $11,596+164.9% |