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 | $16,450 | $109,817-85.0% | $98,442-83.3% | $167,490-90.2% |
| Participation rate | 10.0% | 75.8%-65.8pp | 73.3%-63.3pp | 82.1%-72.1pp |
| Annual return | 6.88% | 1956.69%-1949.8pp | 1492.73%-1485.8pp | 478.56%-471.7pp |
| Employer contribution / active EE | $4,999 | $3,224+55.0% | $2,960+68.9% | $4,837+3.3% |
| Participant deferral / active EE | $1,953 | $4,673-58.2% | $4,276-54.3% | $6,341-69.2% |
| Admin fee / account holder | $55,431 | $6,753+720.9% | $5,949+831.7% | $12,309+350.3% |