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 | $88,210 | $150,440-41.4% | $136,294-35.3% | $147,584-40.2% |
| Participation rate | 38.9% | 84.4%-45.5pp | 81.9%-43.0pp | 82.8%-43.9pp |
| Annual return | 9.52% | 1049.08%-1039.6pp | 5155.94%-5146.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,331 | $6,630-49.8% | $6,247-46.7% | $5,439-38.8% |
| Admin fee / account holder | $854 | $10,905-92.2% | $9,243-90.8% | $10,885-92.2% |