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 | $43,896 | $110,257-60.2% | $96,544-54.5% | $139,434-68.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 7.76% | 26.32%-18.6pp | 25.84%-18.1pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,097 | $3,620-69.7% | $2,965-63.0% | $4,751-76.9% |
| Participant deferral / active EE | $4,941 | $5,548-10.9% | $4,851+1.8% | $6,710-26.4% |
| Admin fee / account holder | $92,772 | $11,591+700.4% | $8,252+1024.2% | $11,403+713.6% |