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 | $40,219 | $150,187-73.2% | $120,354-66.6% | $145,922-72.4% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 7.31% | 154.07%-146.8pp | 107.15%-99.8pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,767 | $4,348-59.4% | $3,463-49.0% | $4,660-62.1% |
| Participant deferral / active EE | $2,540 | $6,173-58.9% | $4,991-49.1% | $6,688-62.0% |
| Admin fee / account holder | $19,921 | $12,207+63.2% | $9,423+111.4% | $13,397+48.7% |