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 | $82,682 | $183,519-54.9% | $155,509-46.8% | $145,922-43.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 1.85% | 61.17%-59.3pp | 64.67%-62.8pp | 561.29%-559.4pp |
| Employer contribution / active EE | $10,688 | $5,313+101.2% | $4,672+128.7% | $4,660+129.4% |
| Participant deferral / active EE | $18,998 | $6,462+194.0% | $5,626+237.7% | $6,688+184.1% |
| Admin fee / account holder | $11,524 | $19,313-40.3% | $15,912-27.6% | $13,397-14.0% |