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 | $74,977 | $102,604-26.9% | $86,188-13.0% | $139,434-46.2% |
| Participation rate | 61.1% | 74.5%-13.4pp | 69.0%-7.8pp | 80.3%-19.2pp |
| Annual return | 8.58% | 1922.51%-1913.9pp | 1168.45%-1159.9pp | 372.94%-364.4pp |
| Employer contribution / active EE | $1,047 | $3,032-65.5% | $2,380-56.0% | $4,751-78.0% |
| Participant deferral / active EE | $1,832 | $4,676-60.8% | $3,985-54.0% | $6,710-72.7% |
| Admin fee / account holder | $40,382 | $8,657+366.5% | $6,852+489.4% | $11,403+254.2% |