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 | $44,849 | $150,440-70.2% | $136,294-67.1% | $147,584-69.6% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 6.70% | 1049.08%-1042.4pp | 5155.94%-5149.2pp | 578.55%-571.8pp |
| Employer contribution / active EE | $1,926 | $5,256-63.4% | $4,695-59.0% | $4,876-60.5% |
| Participant deferral / active EE | $3,313 | $6,630-50.0% | $6,247-47.0% | $5,439-39.1% |
| Admin fee / account holder | $3,162 | $10,905-71.0% | $9,243-65.8% | $10,885-71.0% |