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 | $25,274 | $111,535-77.3% | $105,223-76.0% | $137,256-81.6% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 6.77% | 237.85%-231.1pp | 180.65%-173.9pp | 220.34%-213.6pp |
| Employer contribution / active EE | $1,879 | $3,939-52.3% | $3,689-49.0% | $4,156-54.8% |
| Participant deferral / active EE | $3,654 | $5,500-33.6% | $5,072-28.0% | $6,407-43.0% |
| Admin fee / account holder | $32,774 | $9,721+237.1% | $8,859+270.0% | $12,270+167.1% |