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 | $64,523 | $148,534-56.6% | $135,903-52.5% | $139,434-53.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 10.91% | 79.19%-68.3pp | 68.23%-57.3pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,822 | $5,243-46.2% | $4,856-41.9% | $4,751-40.6% |
| Participant deferral / active EE | $7,419 | $8,100-8.4% | $7,758-4.4% | $6,710+10.6% |
| Admin fee / account holder | $63,203 | $12,400+409.7% | $10,762+487.3% | $11,403+454.3% |