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 | $66,190 | $150,440-56.0% | $136,294-51.4% | $147,584-55.2% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 7.88% | 1049.08%-1041.2pp | 5155.94%-5148.1pp | 578.55%-570.7pp |
| Employer contribution / active EE | $1,945 | $5,256-63.0% | $4,695-58.6% | $4,876-60.1% |
| Participant deferral / active EE | $6,357 | $6,630-4.1% | $6,247+1.8% | $5,439+16.9% |
| Admin fee / account holder | $64,344 | $10,905+490.0% | $9,243+596.1% | $10,885+491.1% |