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 | $52,079 | $63,346-17.8% | $92,233-43.5% | $70,131-25.7% |
| Participation rate | 53.2% | 68.7%-15.4pp | 76.5%-23.3pp | 69.5%-16.3pp |
| Annual return | 7.80% | 530.12%-522.3pp | 176.28%-168.5pp | 73.14%-65.3pp |
| Employer contribution / active EE | $1,290 | $2,471-47.8% | $3,679-64.9% | $2,342-44.9% |
| Participant deferral / active EE | $1,933 | $2,854-32.3% | $3,897-50.4% | $3,332-42.0% |
| Admin fee / account holder | $1,043 | $3,840-72.8% | $5,194-79.9% | $4,645-77.6% |