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 | $80,991 | $118,849-31.9% | $96,562-16.1% | $167,490-51.6% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 5.98% | 50.49%-44.5pp | 37.78%-31.8pp | 478.56%-472.6pp |
| Employer contribution / active EE | $2,008 | $3,120-35.6% | $2,356-14.8% | $4,837-58.5% |
| Participant deferral / active EE | $22,631 | $4,616+390.3% | $3,849+488.0% | $6,341+256.9% |
| Admin fee / account holder | $138,308 | $8,065+1614.9% | $6,181+2137.7% | $12,309+1023.6% |