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 | $53,199 | $111,754-52.4% | $103,333-48.5% | $145,922-63.5% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-21.9pp |
| Annual return | 7.37% | 24.77%-17.4pp | 24.88%-17.5pp | 561.29%-553.9pp |
| Employer contribution / active EE | $3,502 | $4,212-16.9% | $3,868-9.5% | $4,660-24.8% |
| Participant deferral / active EE | $2,617 | $5,619-53.4% | $5,057-48.2% | $6,688-60.9% |
| Admin fee / account holder | $62,876 | $9,750+544.9% | $8,355+652.6% | $13,397+369.3% |