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 | $78,360 | $198,466-60.5% | $170,442-54.0% | $147,584-46.9% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 3.56% | 257.29%-253.7pp | 205.93%-202.4pp | 578.55%-575.0pp |
| Employer contribution / active EE | $1,546 | $6,184-75.0% | $5,433-71.5% | $4,876-68.3% |
| Participant deferral / active EE | $2,195 | $5,629-61.0% | $4,939-55.6% | $5,439-59.6% |
| Admin fee / account holder | $98,236 | $16,852+482.9% | $13,880+607.7% | $10,885+802.5% |