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 | $27,613 | $150,440-81.6% | $136,294-79.7% | $147,584-81.3% |
| Participation rate | 31.8% | 84.4%-52.6pp | 81.9%-50.1pp | 82.8%-51.0pp |
| Annual return | 5.41% | 1049.08%-1043.7pp | 5155.94%-5150.5pp | 578.55%-573.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,596 | $6,630-30.7% | $6,247-26.4% | $5,439-15.5% |
| Admin fee / account holder | $6,456 | $10,905-40.8% | $9,243-30.2% | $10,885-40.7% |