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 | $24,113 | $81,625-70.5% | $58,482-58.8% | $139,434-82.7% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 6.99% | 7404.20%-7397.2pp | 4239.32%-4232.3pp | 372.94%-366.0pp |
| Employer contribution / active EE | $6,822 | $1,398+387.9% | $1,053+547.7% | $4,751+43.6% |
| Participant deferral / active EE | $16,706 | $2,557+553.4% | $1,924+768.3% | $6,710+149.0% |
| Admin fee / account holder | $129,577 | $3,265+3868.4% | $2,516+5050.2% | $11,403+1036.4% |