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 | $34,290 | $63,346-45.9% | $92,233-62.8% | $70,131-51.1% |
| Participation rate | 60.3% | 68.7%-8.4pp | 76.5%-16.2pp | 69.5%-9.3pp |
| Annual return | 12.24% | 530.12%-517.9pp | 176.28%-164.0pp | 73.14%-60.9pp |
| Employer contribution / active EE | $814 | $2,471-67.0% | $3,679-77.9% | $2,342-65.2% |
| Participant deferral / active EE | $1,224 | $2,854-57.1% | $3,897-68.6% | $3,332-63.3% |
| Admin fee / account holder | $5,502 | $3,840+43.3% | $5,194+5.9% | $4,645+18.4% |