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 | $53,794 | $53,516+0.5% | $126,539-57.5% | $84,808-36.6% |
| Participation rate | 30.5% | 58.2%-27.8pp | 69.8%-39.3pp | 68.3%-37.8pp |
| Annual return | 12.78% | 58.34%-45.6pp | 425.95%-413.2pp | 40.90%-28.1pp |
| Employer contribution / active EE | $748 | $1,535-51.3% | $3,674-79.6% | $2,631-71.6% |
| Participant deferral / active EE | $1,314 | $2,671-50.8% | $4,083-67.8% | $4,212-68.8% |
| Admin fee / account holder | $35,328 | $4,497+685.7% | $6,065+482.5% | $7,344+381.1% |