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 | $44,687 | $127,065-64.8% | $113,168-60.5% | $142,382-68.6% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 3.74% | 24.03%-20.3pp | 24.27%-20.5pp | 217.08%-213.3pp |
| Employer contribution / active EE | $1,662 | $3,442-51.7% | $2,975-44.1% | $4,299-61.3% |
| Participant deferral / active EE | $4,443 | $5,716-22.3% | $5,107-13.0% | $6,507-31.7% |
| Admin fee / account holder | $42,652 | $15,736+171.1% | $12,068+253.4% | $12,624+237.9% |