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 | $76,452 | $180,749-57.7% | $160,784-52.5% | $137,256-44.3% |
| Participation rate | 69.2% | 80.0%-10.7pp | 77.0%-7.7pp | 80.0%-10.7pp |
| Annual return | 4.40% | 2234.46%-2230.1pp | 1803.92%-1799.5pp | 220.34%-215.9pp |
| Employer contribution / active EE | $2,080 | $4,155-49.9% | $3,733-44.3% | $4,156-49.9% |
| Participant deferral / active EE | $5,505 | $6,844-19.6% | $6,293-12.5% | $6,407-14.1% |
| Admin fee / account holder | $81,918 | $10,397+687.9% | $9,717+743.0% | $12,270+567.6% |