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 | $25,710 | $115,770-77.8% | $101,248-74.6% | $158,922-83.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 6.61% | 56.14%-49.5pp | 46.47%-39.9pp | 302.83%-296.2pp |
| Employer contribution / active EE | $1,125 | $4,175-73.1% | $3,660-69.3% | $4,761-76.4% |
| Participant deferral / active EE | $2,744 | $4,957-44.6% | $4,370-37.2% | $5,982-54.1% |
| Admin fee / account holder | $15,446 | $7,245+113.2% | $5,945+159.8% | $11,246+37.3% |