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 | $111,814-61.8% | $93,654-54.4% | $145,959-70.8% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.6pp |
| Annual return | 7.10% | 203.30%-196.2pp | 133.34%-126.2pp | 561.95%-554.8pp |
| Employer contribution / active EE | $841 | $3,092-72.8% | $2,421-65.2% | $4,661-81.9% |
| Participant deferral / active EE | $2,482 | $4,914-49.5% | $4,413-43.7% | $6,689-62.9% |
| Admin fee / account holder | $23,779 | $10,246+132.1% | $8,282+187.1% | $13,398+77.5% |