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 | $63,221 | $72,400-12.7% | $67,502-6.3% | $145,922-56.7% |
| Participation rate | 20.0% | 76.9%-56.9pp | 72.9%-52.9pp | 80.3%-60.3pp |
| Annual return | 7.33% | 7182.46%-7175.1pp | 3512.12%-3504.8pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,181 | $3,069-61.5% | $2,731-56.8% | $4,660-74.7% |
| Participant deferral / active EE | $3,018 | $4,783-36.9% | $4,000-24.5% | $6,688-54.9% |
| Admin fee / account holder | $83,043 | $5,539+1399.3% | $3,998+1977.3% | $13,397+519.9% |