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 5-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 | $43,799 | $165,335-73.5% | $149,696-70.7% | $158,922-72.4% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 4.99% | 348.15%-343.2pp | 276.60%-271.6pp | 302.83%-297.8pp |
| Employer contribution / active EE | $1,937 | $5,103-62.0% | $4,644-58.3% | $4,761-59.3% |
| Participant deferral / active EE | $2,752 | $7,181-61.7% | $6,842-59.8% | $5,982-54.0% |
| Admin fee / account holder | $180,334 | $10,807+1568.7% | $9,309+1837.3% | $11,246+1503.6% |