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 | $80,749 | $154,117-47.6% | $129,995-37.9% | $139,434-42.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 9.40% | 32.48%-23.1pp | -137.18%+146.6pp | 372.94%-363.5pp |
| Employer contribution / active EE | $1,447 | $5,289-72.7% | $4,320-66.5% | $4,751-69.6% |
| Participant deferral / active EE | $2,933 | $6,710-56.3% | $5,820-49.6% | $6,710-56.3% |
| Admin fee / account holder | $44,562 | $14,007+218.1% | $10,614+319.8% | $11,403+290.8% |