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 | $26,372 | $68,097-61.3% | $62,929-58.1% | $137,256-80.8% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 8.98% | 1859.11%-1850.1pp | 1063.93%-1054.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,627 | $2,811-42.1% | $2,505-35.0% | $4,156-60.8% |
| Participant deferral / active EE | $8,097 | $4,553+77.9% | $3,888+108.2% | $6,407+26.4% |
| Admin fee / account holder | $13,382 | $6,521+105.2% | $5,065+164.2% | $12,270+9.1% |