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 | $41,625 | $63,346-34.3% | $92,233-54.9% | $70,131-40.6% |
| Participation rate | 41.9% | 68.7%-26.8pp | 76.5%-34.6pp | 69.5%-27.7pp |
| Annual return | 8.15% | 530.12%-522.0pp | 176.28%-168.1pp | 73.14%-65.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,313 | $2,854-54.0% | $3,897-66.3% | $3,332-60.6% |
| Admin fee / account holder | $6,062 | $3,840+57.8% | $5,194+16.7% | $4,645+30.5% |