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 | $49,153 | $90,745-45.8% | $130,231-62.3% | $75,163-34.6% |
| Participation rate | 61.2% | 71.1%-9.8pp | 76.3%-15.1pp | 67.2%-6.0pp |
| Annual return | 0.69% | 34.45%-33.8pp | 38.77%-38.1pp | 160.62%-159.9pp |
| Employer contribution / active EE | $2,110 | $3,314-36.3% | $4,126-48.8% | $2,670-21.0% |
| Participant deferral / active EE | $3,168 | $5,362-40.9% | $6,799-53.4% | $4,125-23.2% |
| Admin fee / account holder | $39,303 | $6,331+520.8% | $6,020+552.9% | $5,651+595.5% |