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 | $42,627 | $61,156-30.3% | $185,823-77.1% | $79,386-46.3% |
| Participation rate | 37.7% | 66.6%-28.9pp | 81.7%-44.0pp | 70.7%-33.0pp |
| Annual return | 10.65% | 19.45%-8.8pp | 122.05%-111.4pp | 116.85%-106.2pp |
| Employer contribution / active EE | $612 | $2,321-73.6% | $5,167-88.2% | $2,427-74.8% |
| Participant deferral / active EE | $1,498 | $2,789-46.3% | $5,568-73.1% | $4,046-63.0% |
| Admin fee / account holder | $36,223 | $710+5004.9% | $16,237+123.1% | $626+5682.4% |