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 | $35,330 | $183,519-80.7% | $155,509-77.3% | $145,922-75.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 2.30% | 61.17%-58.9pp | 64.67%-62.4pp | 561.29%-559.0pp |
| Employer contribution / active EE | $26,103 | $5,313+391.3% | $4,672+458.7% | $4,660+460.2% |
| Participant deferral / active EE | $24,509 | $6,462+279.3% | $5,626+335.6% | $6,688+266.5% |
| Admin fee / account holder | $395,356 | $19,313+1947.1% | $15,912+2384.6% | $13,397+2851.1% |