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 | $52,639 | $95,416-44.8% | $185,823-71.7% | $85,850-38.7% |
| Participation rate | 65.3% | 68.8%-3.5pp | 81.7%-16.4pp | 69.3%-4.0pp |
| Annual return | 11.13% | 23.59%-12.5pp | 122.05%-110.9pp | 318.53%-307.4pp |
| Employer contribution / active EE | $1,636 | $3,314-50.6% | $5,167-68.3% | $2,565-36.2% |
| Participant deferral / active EE | $2,936 | $3,423-14.2% | $5,568-47.3% | $3,952-25.7% |
| Admin fee / account holder | $19,094 | $7,213+164.7% | $16,237+17.6% | $6,260+205.0% |