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 | $86,548 | $102,966-15.9% | $90,281-4.1% | $152,861-43.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 6.69% | 95.16%-88.5pp | 78.10%-71.4pp | 345.32%-338.6pp |
| Employer contribution / active EE | $2,159 | $3,139-31.2% | $2,854-24.4% | $4,762-54.7% |
| Participant deferral / active EE | $4,697 | $4,281+9.7% | $3,885+20.9% | $5,850-19.7% |
| Admin fee / account holder | $135,010 | $6,171+2087.9% | $5,351+2423.0% | $11,596+1064.2% |