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 | $38,678 | $100,852-61.6% | $90,404-57.2% | $158,922-75.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 5.23% | 1724.20%-1719.0pp | 1293.02%-1287.8pp | 302.83%-297.6pp |
| Employer contribution / active EE | $2,406 | $3,689-34.8% | $3,262-26.3% | $4,761-49.5% |
| Participant deferral / active EE | $3,467 | $4,348-20.3% | $3,963-12.5% | $5,982-42.0% |
| Admin fee / account holder | $29,293 | $6,501+350.6% | $5,611+422.1% | $11,246+160.5% |