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 | $5,559 | $70,756-92.1% | $65,493-91.5% | $142,382-96.1% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.1%-55.1pp |
| Annual return | 8.15% | 1754.89%-1746.7pp | 982.45%-974.3pp | 217.08%-208.9pp |
| Employer contribution / active EE | $3,096 | $2,881+7.5% | $2,574+20.3% | $4,299-28.0% |
| Participant deferral / active EE | $4,419 | $4,637-4.7% | $3,961+11.5% | $6,507-32.1% |
| Admin fee / account holder | $16,825 | $6,559+156.5% | $5,028+234.6% | $12,624+33.3% |