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 | $95,556 | $150,440-36.5% | $136,294-29.9% | $147,584-35.3% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 8.34% | 1049.08%-1040.7pp | 5155.94%-5147.6pp | 578.55%-570.2pp |
| Employer contribution / active EE | $1,992 | $5,256-62.1% | $4,695-57.6% | $4,876-59.1% |
| Participant deferral / active EE | $5,766 | $6,630-13.0% | $6,247-7.7% | $5,439+6.0% |
| Admin fee / account holder | $83,747 | $10,905+667.9% | $9,243+806.0% | $10,885+669.4% |