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 | $71,196 | $70,587+0.9% | $124,672-42.9% | $85,850-17.1% |
| Participation rate | 61.5% | 64.4%-2.9pp | 74.6%-13.1pp | 69.3%-7.8pp |
| Annual return | 9.45% | 20688.83%-20679.4pp | 5142.93%-5133.5pp | 318.53%-309.1pp |
| Employer contribution / active EE | $1,346 | $1,913-29.7% | $3,324-59.5% | $2,565-47.5% |
| Participant deferral / active EE | $2,748 | $2,969-7.4% | $4,614-40.5% | $3,952-30.5% |
| Admin fee / account holder | $14,491 | $5,282+174.3% | $7,493+93.4% | $6,260+131.5% |