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 | $32,726 | $150,440-78.2% | $136,294-76.0% | $147,584-77.8% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 7.77% | 1049.08%-1041.3pp | 5155.94%-5148.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $1,142 | $5,256-78.3% | $4,695-75.7% | $4,876-76.6% |
| Participant deferral / active EE | $10,842 | $6,630+63.5% | $6,247+73.5% | $5,439+99.3% |
| Admin fee / account holder | $32,060 | $10,905+194.0% | $9,243+246.8% | $10,885+194.5% |