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 7-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 | $18,885 | $102,604-81.6% | $86,188-78.1% | $139,434-86.5% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 7.74% | 1922.51%-1914.8pp | 1168.45%-1160.7pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,864 | $3,032-38.5% | $2,380-21.7% | $4,751-60.8% |
| Participant deferral / active EE | $4,193 | $4,676-10.3% | $3,985+5.2% | $6,710-37.5% |
| Admin fee / account holder | $50,203 | $8,657+479.9% | $6,852+632.7% | $11,403+340.3% |