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 | $37,076 | $74,888-50.5% | $71,209-47.9% | $142,382-74.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 11.17% | 345.14%-334.0pp | 282.51%-271.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,036 | $2,854-28.7% | $2,721-25.2% | $4,299-52.6% |
| Participant deferral / active EE | $3,114 | $4,454-30.1% | $4,175-25.4% | $6,507-52.2% |
| Admin fee / account holder | $14,061 | $5,568+152.5% | $5,349+162.9% | $12,624+11.4% |