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 | $32,987 | $150,187-78.0% | $120,354-72.6% | $145,922-77.4% |
| Participation rate | 27.3% | 78.8%-51.5pp | 71.9%-44.6pp | 80.3%-53.0pp |
| Annual return | 8.07% | 154.07%-146.0pp | 107.15%-99.1pp | 561.29%-553.2pp |
| Employer contribution / active EE | $1,011 | $4,348-76.8% | $3,463-70.8% | $4,660-78.3% |
| Participant deferral / active EE | $5,035 | $6,173-18.4% | $4,991+0.9% | $6,688-24.7% |
| Admin fee / account holder | $40,751 | $12,207+233.8% | $9,423+332.5% | $13,397+204.2% |