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 | $77,187 | $73,515+5.0% | $62,995+22.5% | $147,584-47.7% |
| Participation rate | 22.2% | 77.9%-55.6pp | 74.8%-52.6pp | 82.8%-60.6pp |
| Annual return | 8.74% | 175.43%-166.7pp | 87.57%-78.8pp | 578.55%-569.8pp |
| Employer contribution / active EE | $449 | $3,320-86.5% | $2,759-83.7% | $4,876-90.8% |
| Participant deferral / active EE | $2,274 | $4,185-45.7% | $3,329-31.7% | $5,439-58.2% |
| Admin fee / account holder | $35,407 | $5,953+494.7% | $3,600+883.5% | $10,885+225.3% |