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 | $45,266 | $102,966-56.0% | $90,281-49.9% | $152,861-70.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 9.40% | 95.16%-85.8pp | 78.10%-68.7pp | 345.32%-335.9pp |
| Employer contribution / active EE | $1,781 | $3,139-43.3% | $2,854-37.6% | $4,762-62.6% |
| Participant deferral / active EE | $3,585 | $4,281-16.3% | $3,885-7.7% | $5,850-38.7% |
| Admin fee / account holder | $3,132 | $6,171-49.2% | $5,351-41.5% | $11,596-73.0% |