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 | $57,708 | $81,625-29.3% | $167,512-65.5% | $74,304-22.3% |
| Participation rate | 36.4% | 60.0%-23.6pp | 77.1%-40.7pp | 60.3%-23.9pp |
| Annual return | 13.72% | 26.09%-12.4pp | 1615.79%-1602.1pp | 29.43%-15.7pp |
| Employer contribution / active EE | $1,162 | $2,010-42.2% | $3,882-70.1% | $2,241-48.1% |
| Participant deferral / active EE | $1,916 | $4,115-53.4% | $6,405-70.1% | $3,767-49.1% |
| Admin fee / account holder | $4,271 | $3,474+22.9% | $9,769-56.3% | $2,969+43.9% |