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 | $37,887 | $209,411-81.9% | $178,490-78.8% | $158,922-76.2% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 3.70% | 188.75%-185.1pp | 151.07%-147.4pp | 302.83%-299.1pp |
| Employer contribution / active EE | $2,693 | $5,706-52.8% | $5,011-46.2% | $4,761-43.4% |
| Participant deferral / active EE | $6,669 | $5,954+12.0% | $5,202+28.2% | $5,982+11.5% |
| Admin fee / account holder | $173,460 | $17,074+915.9% | $13,984+1140.4% | $11,246+1442.5% |