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 | $50,385 | $78,672-36.0% | $109,143-53.8% | $85,850-41.3% |
| Participation rate | 46.4% | 68.3%-21.8pp | 75.9%-29.4pp | 69.3%-22.9pp |
| Annual return | 6.17% | 25.09%-18.9pp | 25.75%-19.6pp | 318.53%-312.4pp |
| Employer contribution / active EE | $1,168 | $2,735-57.3% | $3,722-68.6% | $2,565-54.5% |
| Participant deferral / active EE | $5,045 | $3,467+45.5% | $4,653+8.4% | $3,952+27.7% |
| Admin fee / account holder | $18,707 | $5,469+242.0% | $6,752+177.1% | $6,260+198.8% |