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 | $20,436 | $102,547-80.1% | $78,210-73.9% | $147,584-86.2% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.7%-35.4pp | 82.8%-49.5pp |
| Annual return | 5.98% | 51.08%-45.1pp | 40.90%-34.9pp | 578.55%-572.6pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $496 | $3,481-85.8% | $2,823-82.4% | $5,439-90.9% |
| Admin fee / account holder | $6,797 | $5,059+34.3% | $3,758+80.8% | $10,885-37.6% |