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 | $31,696 | $74,888-57.7% | $71,209-55.5% | $142,382-77.7% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 10.86% | 345.14%-334.3pp | 282.51%-271.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,037 | $2,854-63.7% | $2,721-61.9% | $4,299-75.9% |
| Participant deferral / active EE | $2,078 | $4,454-53.3% | $4,175-50.2% | $6,507-68.1% |
| Admin fee / account holder | $13,582 | $5,568+143.9% | $5,349+153.9% | $12,624+7.6% |