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 | $20,404 | $102,966-80.2% | $90,281-77.4% | $152,861-86.7% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 9.70% | 95.16%-85.5pp | 78.10%-68.4pp | 345.32%-335.6pp |
| Employer contribution / active EE | $1,092 | $3,139-65.2% | $2,854-61.7% | $4,762-77.1% |
| Participant deferral / active EE | $2,257 | $4,281-47.3% | $3,885-41.9% | $5,850-61.4% |
| Admin fee / account holder | $9,972 | $6,171+61.6% | $5,351+86.4% | $11,596-14.0% |