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 | $63,170 | $175,202-63.9% | $149,673-57.8% | $139,434-54.7% |
| Participation rate | 65.0% | 83.4%-18.4pp | 78.8%-13.8pp | 80.3%-15.3pp |
| Annual return | 8.76% | 166.71%-158.0pp | 134.42%-125.7pp | 372.94%-364.2pp |
| Employer contribution / active EE | $2,588 | $5,474-52.7% | $4,818-46.3% | $4,751-45.5% |
| Participant deferral / active EE | $5,162 | $6,519-20.8% | $5,680-9.1% | $6,710-23.1% |
| Admin fee / account holder | $131,424 | $16,150+713.8% | $13,210+894.9% | $11,403+1052.6% |