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 | $146,513 | $176,056-16.8% | $159,436-8.1% | $167,490-12.5% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 7.31% | 331.75%-324.4pp | 263.57%-256.3pp | 478.56%-471.2pp |
| Employer contribution / active EE | $1,139 | $5,297-78.5% | $4,829-76.4% | $4,837-76.5% |
| Participant deferral / active EE | $4,059 | $7,750-47.6% | $7,352-44.8% | $6,341-36.0% |
| Admin fee / account holder | $212,768 | $12,554+1594.8% | $10,799+1870.3% | $12,309+1628.6% |