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 | $38,735 | $102,604-62.2% | $86,188-55.1% | $139,434-72.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 7.29% | 1922.51%-1915.2pp | 1168.45%-1161.2pp | 372.94%-365.6pp |
| Employer contribution / active EE | $1,657 | $3,032-45.3% | $2,380-30.4% | $4,751-65.1% |
| Participant deferral / active EE | $1,761 | $4,676-62.3% | $3,985-55.8% | $6,710-73.8% |
| Admin fee / account holder | $9,176 | $8,657+6.0% | $6,852+33.9% | $11,403-19.5% |