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 | $45,270 | $109,904-58.8% | $97,167-53.4% | $145,959-69.0% |
| Participation rate | 53.3% | 75.9%-22.6pp | 72.7%-19.4pp | 80.3%-27.0pp |
| Annual return | 5.73% | 243.43%-237.7pp | 75.27%-69.5pp | 561.95%-556.2pp |
| Employer contribution / active EE | $1,201 | $3,084-61.1% | $2,729-56.0% | $4,661-74.2% |
| Participant deferral / active EE | $3,574 | $4,676-23.6% | $4,264-16.2% | $6,689-46.6% |
| Admin fee / account holder | $19,742 | $6,216+217.6% | $5,650+249.4% | $13,398+47.4% |