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 | $16,336 | $72,400-77.4% | $67,502-75.8% | $145,922-88.8% |
| Participation rate | 53.8% | 76.9%-23.0pp | 72.9%-19.0pp | 80.3%-26.4pp |
| Annual return | 8.20% | 7182.46%-7174.3pp | 3512.12%-3503.9pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,240 | $3,069-59.6% | $2,731-54.6% | $4,660-73.4% |
| Participant deferral / active EE | $1,280 | $4,783-73.2% | $4,000-68.0% | $6,688-80.9% |
| Admin fee / account holder | $8,951 | $5,539+61.6% | $3,998+123.9% | $13,397-33.2% |