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 | $42,678 | $111,724-61.8% | $93,606-54.4% | $145,922-70.8% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.6pp |
| Annual return | 7.10% | 202.98%-195.9pp | 133.20%-126.1pp | 561.29%-554.2pp |
| Employer contribution / active EE | $841 | $3,090-72.8% | $2,420-65.2% | $4,660-81.9% |
| Participant deferral / active EE | $2,482 | $4,912-49.5% | $4,411-43.7% | $6,688-62.9% |
| Admin fee / account holder | $23,779 | $10,250+132.0% | $8,285+187.0% | $13,397+77.5% |