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 | $55,480 | $165,984-66.6% | $164,813-66.3% | $145,922-62.0% |
| Participation rate | 53.8% | 82.0%-28.2pp | 78.6%-24.8pp | 80.3%-26.4pp |
| Annual return | 5.02% | 100.03%-95.0pp | 69.93%-64.9pp | 561.29%-556.3pp |
| Employer contribution / active EE | $1,597 | $5,273-69.7% | $4,341-63.2% | $4,660-65.7% |
| Participant deferral / active EE | $3,809 | $6,959-45.3% | $6,031-36.8% | $6,688-43.0% |
| Admin fee / account holder | $155,592 | $16,648+834.6% | $12,690+1126.1% | $13,397+1061.4% |