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 | $90,220 | $202,318-55.4% | $172,739-47.8% | $152,861-41.0% |
| Participation rate | 57.9% | 87.1%-29.2pp | 82.6%-24.8pp | 82.4%-24.6pp |
| Annual return | 10.30% | 1029.65%-1019.4pp | 802.84%-792.5pp | 345.32%-335.0pp |
| Employer contribution / active EE | $1,524 | $5,856-74.0% | $5,143-70.4% | $4,762-68.0% |
| Participant deferral / active EE | $3,058 | $5,948-48.6% | $5,198-41.2% | $5,850-47.7% |
| Admin fee / account holder | $7,299 | $17,109-57.3% | $13,954-47.7% | $11,596-37.1% |