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 | $47,157 | $80,812-41.6% | $160,784-70.7% | $82,448-42.8% |
| Participation rate | 47.9% | 66.2%-18.3pp | 77.0%-29.0pp | 68.1%-20.2pp |
| Annual return | 12.09% | 100.59%-88.5pp | 1803.92%-1791.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $463 | $2,174-78.7% | $3,733-87.6% | $2,551-81.9% |
| Participant deferral / active EE | $1,420 | $4,335-67.2% | $6,293-77.4% | $4,139-65.7% |
| Admin fee / account holder | $10,991 | $7,695+42.8% | $9,717+13.1% | $7,234+51.9% |