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 | $71,324 | $77,145-7.5% | $108,410-34.2% | $85,850-16.9% |
| Participation rate | 51.7% | 74.7%-22.9pp | 80.1%-28.4pp | 69.3%-17.6pp |
| Annual return | 9.87% | 44.54%-34.7pp | 905.27%-895.4pp | 318.53%-308.7pp |
| Employer contribution / active EE | $1,365 | $2,379-42.6% | $3,558-61.6% | $2,565-46.8% |
| Participant deferral / active EE | $2,730 | $5,566-50.9% | $6,563-58.4% | $3,952-30.9% |
| Admin fee / account holder | $9,213 | $5,172+78.1% | $7,295+26.3% | $6,260+47.2% |