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 | $69,577 | $144,119-51.7% | $117,854-41.0% | $147,584-52.9% |
| Participation rate | 55.0% | 83.4%-28.4pp | 79.7%-24.7pp | 82.8%-27.8pp |
| Annual return | 7.58% | 531.15%-523.6pp | 335.08%-327.5pp | 578.55%-571.0pp |
| Employer contribution / active EE | $1,057 | $4,896-78.4% | $3,786-72.1% | $4,876-78.3% |
| Participant deferral / active EE | $2,790 | $5,316-47.5% | $4,482-37.7% | $5,439-48.7% |
| Admin fee / account holder | $24,094 | $10,886+121.3% | $8,020+200.4% | $10,885+121.3% |