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 | $114,552 | $209,411-45.3% | $178,490-35.8% | $158,922-27.9% |
| Participation rate | 64.7% | 86.3%-21.6pp | 81.9%-17.2pp | 82.0%-17.3pp |
| Annual return | 4.75% | 188.75%-184.0pp | 151.07%-146.3pp | 302.83%-298.1pp |
| Employer contribution / active EE | $2,733 | $5,706-52.1% | $5,011-45.4% | $4,761-42.6% |
| Participant deferral / active EE | $4,994 | $5,954-16.1% | $5,202-4.0% | $5,982-16.5% |
| Admin fee / account holder | $233,039 | $17,074+1264.8% | $13,984+1566.5% | $11,246+1972.2% |