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 | $28,688 | $114,047-74.8% | $96,139-70.2% | $167,490-82.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 7.63% | 189.88%-182.2pp | 191.94%-184.3pp | 478.56%-470.9pp |
| Employer contribution / active EE | $751 | $3,427-78.1% | $2,797-73.1% | $4,837-84.5% |
| Participant deferral / active EE | $2,505 | $5,194-51.8% | $4,349-42.4% | $6,341-60.5% |
| Admin fee / account holder | $12,060 | $6,897+74.9% | $5,537+117.8% | $12,309-2.0% |