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 | $57,985 | $63,745-9.0% | $98,442-41.1% | $79,386-27.0% |
| Participation rate | 33.6% | 69.9%-36.3pp | 73.3%-39.8pp | 70.7%-37.1pp |
| Annual return | 9.19% | 625.80%-616.6pp | 1492.73%-1483.5pp | 116.85%-107.7pp |
| Employer contribution / active EE | $706 | $2,557-72.4% | $2,960-76.1% | $2,427-70.9% |
| Participant deferral / active EE | $1,199 | $3,303-63.7% | $4,276-72.0% | $4,046-70.4% |
| Admin fee / account holder | $41,690 | $516+7986.4% | $5,949+600.8% | $626+6555.2% |