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 | $34,332 | $99,020-65.3% | $86,590-60.4% | $147,584-76.7% |
| Participation rate | 34.8% | 76.3%-41.6pp | 73.5%-38.8pp | 82.8%-48.0pp |
| Annual return | 6.97% | 1312.34%-1305.4pp | 964.84%-957.9pp | 578.55%-571.6pp |
| Employer contribution / active EE | $976 | $3,132-68.8% | $2,839-65.6% | $4,876-80.0% |
| Participant deferral / active EE | $1,625 | $3,972-59.1% | $3,609-55.0% | $5,439-70.1% |
| Admin fee / account holder | $28,583 | $5,710+400.6% | $4,906+482.7% | $10,885+162.6% |