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 | $64,611 | $127,777-49.4% | $106,548-39.4% | $167,490-61.4% |
| Participation rate | 57.9% | 78.3%-20.4pp | 76.1%-18.2pp | 82.1%-24.2pp |
| Annual return | 8.29% | 33.87%-25.6pp | 26.80%-18.5pp | 478.56%-470.3pp |
| Employer contribution / active EE | $885 | $3,427-74.2% | $2,819-68.6% | $4,837-81.7% |
| Participant deferral / active EE | $3,903 | $5,087-23.3% | $4,398-11.3% | $6,341-38.5% |
| Admin fee / account holder | $61,545 | $11,228+448.1% | $7,407+730.9% | $12,309+400.0% |