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 | $32,916 | $53,516-38.5% | $126,539-74.0% | $84,808-61.2% |
| Participation rate | 26.8% | 58.2%-31.5pp | 69.8%-43.1pp | 68.3%-41.6pp |
| Annual return | 4.98% | 58.34%-53.4pp | 425.95%-421.0pp | 40.90%-35.9pp |
| Employer contribution / active EE | $434 | $1,535-71.8% | $3,674-88.2% | $2,631-83.5% |
| Participant deferral / active EE | $788 | $2,671-70.5% | $4,083-80.7% | $4,212-81.3% |
| Admin fee / account holder | $1,279 | $4,497-71.6% | $6,065-78.9% | $7,344-82.6% |