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 | $48,883 | $118,450-58.7% | $98,439-50.3% | $139,434-64.9% |
| Participation rate | 45.8% | 77.4%-31.6pp | 75.2%-29.3pp | 80.3%-34.5pp |
| Annual return | 6.80% | 18.94%-12.1pp | 21.16%-14.4pp | 372.94%-366.1pp |
| Employer contribution / active EE | $16,937 | $3,609+369.3% | $3,048+455.7% | $4,751+256.5% |
| Participant deferral / active EE | $21,146 | $5,392+292.2% | $4,738+346.3% | $6,710+215.1% |
| Admin fee / account holder | $133,552 | $14,026+852.2% | $8,948+1392.6% | $11,403+1071.3% |