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 | $72,901 | $101,317-28.0% | $146,958-50.4% | $74,495-2.1% |
| Participation rate | 43.1% | 75.5%-32.4pp | 82.2%-39.0pp | 67.2%-24.1pp |
| Annual return | 12.25% | 8730.91%-8718.7pp | 418.34%-406.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,146 | $3,810-69.9% | $4,933-76.8% | $2,623-56.3% |
| Participant deferral / active EE | $5,348 | $7,303-26.8% | $8,070-33.7% | $4,346+23.1% |
| Admin fee / account holder | $7,539 | $1,739+333.6% | $12,998-42.0% | $1,942+288.3% |