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 | $50,317 | $55,415-9.2% | $155,509-67.6% | $74,495-32.5% |
| Participation rate | 41.4% | 61.9%-20.5pp | 78.2%-36.8pp | 67.2%-25.8pp |
| Annual return | 11.06% | 268.50%-257.4pp | 64.67%-53.6pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $751 | $2,267-66.9% | $4,672-83.9% | $2,623-71.4% |
| Participant deferral / active EE | $938 | $2,836-66.9% | $5,626-83.3% | $4,346-78.4% |
| Admin fee / account holder | $21,532 | $1,738+1138.7% | $15,912+35.3% | $1,942+1008.9% |