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 | $64,539 | $157,256-59.0% | $141,162-54.3% | $152,861-57.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 12.09% | 64.32%-52.2pp | 71.39%-59.3pp | 345.32%-333.2pp |
| Employer contribution / active EE | $2,185 | $5,261-58.5% | $4,735-53.9% | $4,762-54.1% |
| Participant deferral / active EE | $4,292 | $7,109-39.6% | $6,709-36.0% | $5,850-26.6% |
| Admin fee / account holder | $47,821 | $12,120+294.6% | $10,261+366.0% | $11,596+312.4% |