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 | $46,132 | $100,852-54.3% | $90,404-49.0% | $158,922-71.0% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 5.26% | 1724.20%-1718.9pp | 1293.02%-1287.8pp | 302.83%-297.6pp |
| Employer contribution / active EE | $780 | $3,689-78.9% | $3,262-76.1% | $4,761-83.6% |
| Participant deferral / active EE | $4,492 | $4,348+3.3% | $3,963+13.3% | $5,982-24.9% |
| Admin fee / account holder | $23,515 | $6,501+261.7% | $5,611+319.1% | $11,246+109.1% |