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 | $80,793 | $83,902-3.7% | $167,512-51.8% | $84,808-4.7% |
| Participation rate | 59.3% | 66.5%-7.2pp | 77.1%-17.8pp | 68.3%-9.1pp |
| Annual return | 12.73% | 91.55%-78.8pp | 1615.79%-1603.1pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,618 | $2,264+15.7% | $3,882-32.5% | $2,631-0.5% |
| Participant deferral / active EE | $4,644 | $4,442+4.5% | $6,405-27.5% | $4,212+10.3% |
| Admin fee / account holder | $115,500 | $7,915+1359.2% | $9,769+1082.3% | $7,344+1472.8% |