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 | $28,095 | $88,751-68.3% | $81,812-65.7% | $145,922-80.7% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.3%-15.2pp | 80.3%-23.1pp |
| Annual return | 5.92% | 1025.40%-1019.5pp | 773.79%-767.9pp | 561.29%-555.4pp |
| Employer contribution / active EE | $1,684 | $3,083-45.4% | $2,912-42.2% | $4,660-63.9% |
| Participant deferral / active EE | $1,809 | $4,643-61.0% | $4,319-58.1% | $6,688-73.0% |
| Admin fee / account holder | $88,299 | $8,415+949.3% | $7,386+1095.5% | $13,397+559.1% |