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 | $53,761 | $42,886+25.4% | $88,946-39.6% | $85,563-37.2% |
| Participation rate | 4.9% | 37.9%-33.0pp | 68.8%-63.9pp | 66.0%-61.1pp |
| Annual return | 10.17% | 44.56%-34.4pp | 57.82%-47.6pp | 31.51%-21.3pp |
| Employer contribution / active EE | $263 | $1,147-77.1% | $2,555-89.7% | $2,654-90.1% |
| Participant deferral / active EE | $385 | $2,108-81.7% | $4,581-91.6% | $4,375-91.2% |
| Admin fee / account holder | $71,291 | $2,263+3050.0% | $8,261+763.0% | $834+8446.1% |