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 | $36,775 | $78,672-53.3% | $109,143-66.3% | $85,850-57.2% |
| Participation rate | 22.4% | 68.3%-45.8pp | 75.9%-53.4pp | 69.3%-46.9pp |
| Annual return | 8.48% | 25.09%-16.6pp | 25.75%-17.3pp | 318.53%-310.0pp |
| Employer contribution / active EE | $1,689 | $2,735-38.2% | $3,722-54.6% | $2,565-34.2% |
| Participant deferral / active EE | $1,642 | $3,467-52.7% | $4,653-64.7% | $3,952-58.5% |
| Admin fee / account holder | $78,655 | $5,469+1338.1% | $6,752+1064.9% | $6,260+1156.5% |