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 | $68,320 | $83,902-18.6% | $167,512-59.2% | $84,808-19.4% |
| Participation rate | 48.1% | 66.5%-18.3pp | 77.1%-28.9pp | 68.3%-20.2pp |
| Annual return | 9.12% | 91.55%-82.4pp | 1615.79%-1606.7pp | 40.90%-31.8pp |
| Employer contribution / active EE | $2,081 | $2,264-8.1% | $3,882-46.4% | $2,631-20.9% |
| Participant deferral / active EE | $4,318 | $4,442-2.8% | $6,405-32.6% | $4,212+2.5% |
| Admin fee / account holder | $15,526 | $7,915+96.2% | $9,769+58.9% | $7,344+111.4% |