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 | $38,838 | $96,305-59.7% | $80,569-51.8% | $139,434-72.1% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 8.22% | 1350.08%-1341.9pp | 935.43%-927.2pp | 372.94%-364.7pp |
| Employer contribution / active EE | $1,669 | $3,262-48.8% | $2,723-38.7% | $4,751-64.9% |
| Participant deferral / active EE | $3,338 | $5,232-36.2% | $4,447-24.9% | $6,710-50.2% |
| Admin fee / account holder | $31,003 | $6,599+369.9% | $5,377+476.6% | $11,403+171.9% |