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 | $41,125 | $63,346-35.1% | $92,233-55.4% | $70,131-41.4% |
| Participation rate | 43.2% | 68.7%-25.4pp | 76.5%-33.2pp | 69.5%-26.3pp |
| Annual return | 8.15% | 530.12%-522.0pp | 176.28%-168.1pp | 73.14%-65.0pp |
| Employer contribution / active EE | $748 | $2,471-69.7% | $3,679-79.7% | $2,342-68.1% |
| Participant deferral / active EE | $1,472 | $2,854-48.4% | $3,897-62.2% | $3,332-55.8% |
| Admin fee / account holder | $24,105 | $3,840+527.7% | $5,194+364.1% | $4,645+418.9% |