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 | $65,497 | $115,770-43.4% | $101,248-35.3% | $158,922-58.8% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 3.75% | 56.14%-52.4pp | 46.47%-42.7pp | 302.83%-299.1pp |
| Employer contribution / active EE | $1,027 | $4,175-75.4% | $3,660-71.9% | $4,761-78.4% |
| Participant deferral / active EE | $3,319 | $4,957-33.1% | $4,370-24.1% | $5,982-44.5% |
| Admin fee / account holder | $109,853 | $7,245+1416.3% | $5,945+1747.7% | $11,246+876.8% |