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 | $33,082 | $175,202-81.1% | $149,673-77.9% | $139,434-76.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 6.74% | 166.71%-160.0pp | 134.42%-127.7pp | 372.94%-366.2pp |
| Employer contribution / active EE | $2,427 | $5,474-55.7% | $4,818-49.6% | $4,751-48.9% |
| Participant deferral / active EE | $17,256 | $6,519+164.7% | $5,680+203.8% | $6,710+157.2% |
| Admin fee / account holder | $46,826 | $16,150+189.9% | $13,210+254.5% | $11,403+310.7% |