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 | $16,309 | $114,381-85.7% | $107,525-84.8% | $142,382-88.5% |
| Participation rate | 35.0% | 78.1%-43.1pp | 75.1%-40.1pp | 80.1%-45.1pp |
| Annual return | 4.70% | 242.71%-238.0pp | 181.32%-176.6pp | 217.08%-212.4pp |
| Employer contribution / active EE | $1,291 | $4,015-67.8% | $3,754-65.6% | $4,299-70.0% |
| Participant deferral / active EE | $3,316 | $5,564-40.4% | $5,116-35.2% | $6,507-49.0% |
| Admin fee / account holder | $41,979 | $9,860+325.7% | $8,919+370.7% | $12,624+232.5% |