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 | $41,431 | $74,888-44.7% | $71,209-41.8% | $142,382-70.9% |
| Participation rate | 47.8% | 76.2%-28.4pp | 73.8%-25.9pp | 80.1%-32.3pp |
| Annual return | 8.05% | 345.14%-337.1pp | 282.51%-274.5pp | 217.08%-209.0pp |
| Employer contribution / active EE | $498 | $2,854-82.5% | $2,721-81.7% | $4,299-88.4% |
| Participant deferral / active EE | $3,071 | $4,454-31.1% | $4,175-26.4% | $6,507-52.8% |
| Admin fee / account holder | $25,249 | $5,568+353.4% | $5,349+372.0% | $12,624+100.0% |