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 | $67,976 | $175,202-61.2% | $149,673-54.6% | $139,434-51.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 5.17% | 166.71%-161.5pp | 134.42%-129.2pp | 372.94%-367.8pp |
| Employer contribution / active EE | $3,027 | $5,474-44.7% | $4,818-37.2% | $4,751-36.3% |
| Participant deferral / active EE | $3,027 | $6,519-53.6% | $5,680-46.7% | $6,710-54.9% |
| Admin fee / account holder | $97,667 | $16,150+504.7% | $13,210+639.4% | $11,403+756.5% |