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 | $82,608 | $102,604-19.5% | $86,188-4.2% | $139,434-40.8% |
| Participation rate | 68.8% | 74.5%-5.7pp | 69.0%-0.2pp | 80.3%-11.6pp |
| Annual return | 7.60% | 1922.51%-1914.9pp | 1168.45%-1160.8pp | 372.94%-365.3pp |
| Employer contribution / active EE | $860 | $3,032-71.6% | $2,380-63.9% | $4,751-81.9% |
| Participant deferral / active EE | $3,465 | $4,676-25.9% | $3,985-13.1% | $6,710-48.4% |
| Admin fee / account holder | $18,443 | $8,657+113.1% | $6,852+169.2% | $11,403+61.7% |