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 | $22,046 | $183,592-88.0% | $155,567-85.8% | $145,959-84.9% |
| Participation rate | 61.5% | 82.7%-21.1pp | 78.2%-16.7pp | 80.3%-18.7pp |
| Annual return | 6.01% | 61.24%-55.2pp | 64.74%-58.7pp | 561.95%-555.9pp |
| Employer contribution / active EE | $1,599 | $5,315-69.9% | $4,674-65.8% | $4,661-65.7% |
| Participant deferral / active EE | $3,901 | $6,464-39.7% | $5,628-30.7% | $6,689-41.7% |
| Admin fee / account holder | $36,740 | $19,318+90.2% | $15,916+130.8% | $13,398+174.2% |