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 | $62,298 | $150,440-58.6% | $136,294-54.3% | $147,584-57.8% |
| Participation rate | 68.8% | 84.4%-15.7pp | 81.9%-13.2pp | 82.8%-14.1pp |
| Annual return | 8.08% | 1049.08%-1041.0pp | 5155.94%-5147.9pp | 578.55%-570.5pp |
| Employer contribution / active EE | $2,357 | $5,256-55.2% | $4,695-49.8% | $4,876-51.7% |
| Participant deferral / active EE | $3,350 | $6,630-49.5% | $6,247-46.4% | $5,439-38.4% |
| Admin fee / account holder | $62,774 | $10,905+475.6% | $9,243+579.1% | $10,885+476.7% |