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 | $41,421 | $48,230-14.1% | $67,502-38.6% | $80,856-48.8% |
| Participation rate | 47.8% | 66.4%-18.5pp | 72.9%-25.0pp | 67.6%-19.8pp |
| Annual return | 10.12% | 18.28%-8.2pp | 3512.12%-3502.0pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,528 | $2,020-24.4% | $2,731-44.1% | $2,755-44.5% |
| Participant deferral / active EE | $3,690 | $2,924+26.2% | $4,000-7.7% | $4,296-14.1% |
| Admin fee / account holder | $11,232 | $3,681+205.1% | $3,998+181.0% | $6,918+62.4% |