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 | $65,870 | $118,849-44.6% | $96,562-31.8% | $167,490-60.7% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 5.60% | 50.49%-44.9pp | 37.78%-32.2pp | 478.56%-473.0pp |
| Employer contribution / active EE | $1,717 | $3,120-45.0% | $2,356-27.2% | $4,837-64.5% |
| Participant deferral / active EE | $1,348 | $4,616-70.8% | $3,849-65.0% | $6,341-78.7% |
| Admin fee / account holder | $104,584 | $8,065+1196.8% | $6,181+1592.1% | $12,309+749.7% |