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 | $63,942 | $165,912-61.5% | $122,332-47.7% | $147,584-56.7% |
| Participation rate | 33.3% | 79.6%-46.2pp | 71.6%-38.3pp | 82.8%-49.5pp |
| Annual return | 4.75% | 34.55%-29.8pp | 30.27%-25.5pp | 578.55%-573.8pp |
| Employer contribution / active EE | $531 | $5,754-90.8% | $4,050-86.9% | $4,876-89.1% |
| Participant deferral / active EE | $2,268 | $4,005-43.4% | $3,287-31.0% | $5,439-58.3% |
| Admin fee / account holder | $20,369 | $7,424+174.4% | $5,478+271.8% | $10,885+87.1% |