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 | $20,790 | $55,415-62.5% | $155,509-86.6% | $74,495-72.1% |
| Participation rate | 46.1% | 61.9%-15.8pp | 78.2%-32.1pp | 67.2%-21.1pp |
| Annual return | 10.36% | 268.50%-258.1pp | 64.67%-54.3pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $1,054 | $2,267-53.5% | $4,672-77.4% | $2,623-59.8% |
| Participant deferral / active EE | $1,429 | $2,836-49.6% | $5,626-74.6% | $4,346-67.1% |
| Admin fee / account holder | $1,433 | $1,738-17.6% | $15,912-91.0% | $1,942-26.2% |