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 | $71,251 | $100,041-28.8% | $149,718-52.4% | $70,131+1.6% |
| Participation rate | 47.9% | 83.6%-35.7pp | 87.1%-39.2pp | 69.5%-21.6pp |
| Annual return | 10.57% | 27.43%-16.9pp | 1501.63%-1491.1pp | 73.14%-62.6pp |
| Employer contribution / active EE | $2,555 | $3,662-30.2% | $5,445-53.1% | $2,342+9.1% |
| Participant deferral / active EE | $4,712 | $4,983-5.4% | $6,569-28.3% | $3,332+41.4% |
| Admin fee / account holder | $21,621 | $8,286+160.9% | $11,283+91.6% | $4,645+365.4% |