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 | $34,680 | $48,570-28.6% | $130,648-73.5% | $72,985-52.5% |
| Participation rate | 26.6% | 58.6%-32.0pp | 71.7%-45.2pp | 69.5%-42.9pp |
| Annual return | 14.91% | 38.63%-23.7pp | 1708.96%-1694.1pp | 81.00%-66.1pp |
| Employer contribution / active EE | $358 | $1,334-73.2% | $4,092-91.3% | $2,440-85.3% |
| Participant deferral / active EE | $990 | $2,384-58.5% | $3,603-72.5% | $3,607-72.6% |
| Admin fee / account holder | $35,089 | $3,549+888.7% | $5,464+542.1% | $5,124+584.8% |