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 | $36,802 | $124,185-70.4% | $108,410-66.1% | $167,490-78.0% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 3.31% | 1379.64%-1376.3pp | 905.27%-902.0pp | 478.56%-475.3pp |
| Employer contribution / active EE | $2,598 | $4,187-37.9% | $3,558-27.0% | $4,837-46.3% |
| Participant deferral / active EE | $2,598 | $6,908-62.4% | $6,563-60.4% | $6,341-59.0% |
| Admin fee / account holder | $63,532 | $9,455+572.0% | $7,295+770.9% | $12,309+416.1% |