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 | $76,024 | $83,902-9.4% | $167,512-54.6% | $84,808-10.4% |
| Participation rate | 46.8% | 66.5%-19.7pp | 77.1%-30.3pp | 68.3%-21.5pp |
| Annual return | 6.69% | 91.55%-84.9pp | 1615.79%-1609.1pp | 40.90%-34.2pp |
| Employer contribution / active EE | $1,268 | $2,264-44.0% | $3,882-67.3% | $2,631-51.8% |
| Participant deferral / active EE | $2,897 | $4,442-34.8% | $6,405-54.8% | $4,212-31.2% |
| Admin fee / account holder | $57,727 | $7,915+629.3% | $9,769+490.9% | $7,344+686.1% |