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 | $74,936 | $172,111-56.5% | $150,298-50.1% | $137,256-45.4% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 11.22% | 69.37%-58.2pp | 62.79%-51.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $980 | $4,636-78.9% | $4,154-76.4% | $4,156-76.4% |
| Participant deferral / active EE | $9,171 | $6,166+48.7% | $5,453+68.2% | $6,407+43.1% |
| Admin fee / account holder | $349,061 | $16,471+2019.3% | $14,116+2372.8% | $12,270+2744.8% |