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 | $25,325 | $72,071-64.9% | $68,368-63.0% | $137,256-81.5% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 6.59% | 353.14%-346.6pp | 292.57%-286.0pp | 220.34%-213.8pp |
| Employer contribution / active EE | $2,837 | $2,788+1.8% | $2,649+7.1% | $4,156-31.7% |
| Participant deferral / active EE | $6,108 | $4,410+38.5% | $4,123+48.1% | $6,407-4.7% |
| Admin fee / account holder | $56,769 | $5,336+964.0% | $5,150+1002.3% | $12,270+362.7% |