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 | $29,775 | $105,998-71.9% | $92,233-67.7% | $147,584-79.8% |
| Participation rate | 45.0% | 80.4%-35.4pp | 76.5%-31.5pp | 82.8%-37.8pp |
| Annual return | 8.24% | 50.05%-41.8pp | 176.28%-168.0pp | 578.55%-570.3pp |
| Employer contribution / active EE | $879 | $4,333-79.7% | $3,679-76.1% | $4,876-82.0% |
| Participant deferral / active EE | $1,917 | $4,478-57.2% | $3,897-50.8% | $5,439-64.8% |
| Admin fee / account holder | $29,099 | $6,332+359.5% | $5,194+460.3% | $10,885+167.3% |