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 | $33,675 | $52,406-35.7% | $129,207-73.9% | $74,495-54.8% |
| Participation rate | 41.3% | 53.8%-12.5pp | 69.6%-28.3pp | 67.2%-25.9pp |
| Annual return | 11.08% | 15.66%-4.6pp | 9417.33%-9406.2pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $511 | $1,531-66.6% | $4,153-87.7% | $2,623-80.5% |
| Participant deferral / active EE | $1,307 | $2,794-53.2% | $4,168-68.6% | $4,346-69.9% |
| Admin fee / account holder | $3,268 | $2,633+24.1% | $7,715-57.6% | $1,942+68.3% |