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 | $63,551 | $70,756-10.2% | $65,493-3.0% | $142,382-55.4% |
| Participation rate | 33.3% | 77.4%-44.0pp | 73.1%-39.8pp | 80.1%-46.8pp |
| Annual return | 5.61% | 1754.89%-1749.3pp | 982.45%-976.8pp | 217.08%-211.5pp |
| Employer contribution / active EE | $5,207 | $2,881+80.8% | $2,574+102.3% | $4,299+21.1% |
| Participant deferral / active EE | $15,654 | $4,637+237.6% | $3,961+295.2% | $6,507+140.6% |
| Admin fee / account holder | $370,292 | $6,559+5545.5% | $5,028+7264.3% | $12,624+2833.3% |