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 | $51,123 | $58,694-12.9% | $142,863-64.2% | $85,850-40.5% |
| Participation rate | 60.9% | 58.5%+2.4pp | 71.9%-11.1pp | 69.3%-8.4pp |
| Annual return | 11.31% | 27.72%-16.4pp | 5637.54%-5626.2pp | 318.53%-307.2pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,586 | $2,607-39.2% | $3,837-58.7% | $3,952-59.9% |
| Admin fee / account holder | $1,284 | $4,239-69.7% | $6,560-80.4% | $6,260-79.5% |