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 | $41,412 | $95,416-56.6% | $185,823-77.7% | $85,850-51.8% |
| Participation rate | 39.5% | 68.8%-29.3pp | 81.7%-42.2pp | 69.3%-29.8pp |
| Annual return | 6.31% | 23.59%-17.3pp | 122.05%-115.7pp | 318.53%-312.2pp |
| Employer contribution / active EE | $771 | $3,314-76.7% | $5,167-85.1% | $2,565-69.9% |
| Participant deferral / active EE | $1,122 | $3,423-67.2% | $5,568-79.9% | $3,952-71.6% |
| Admin fee / account holder | $17,547 | $7,213+143.3% | $16,237+8.1% | $6,260+180.3% |