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 | $87,683 | $109,817-20.2% | $98,442-10.9% | $167,490-47.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 1.71% | 1956.69%-1955.0pp | 1492.73%-1491.0pp | 478.56%-476.8pp |
| Employer contribution / active EE | $6,279 | $3,224+94.8% | $2,960+112.2% | $4,837+29.8% |
| Participant deferral / active EE | $9,831 | $4,673+110.4% | $4,276+129.9% | $6,341+55.0% |
| Admin fee / account holder | $11,830 | $6,753+75.2% | $5,949+98.8% | $12,309-3.9% |