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 | $56,138 | $100,041-43.9% | $149,718-62.5% | $70,131-20.0% |
| Participation rate | 67.2% | 83.6%-16.4pp | 87.1%-19.9pp | 69.5%-2.3pp |
| Annual return | 12.24% | 27.43%-15.2pp | 1501.63%-1489.4pp | 73.14%-60.9pp |
| Employer contribution / active EE | $2,320 | $3,662-36.6% | $5,445-57.4% | $2,342-1.0% |
| Participant deferral / active EE | $2,959 | $4,983-40.6% | $6,569-55.0% | $3,332-11.2% |
| Admin fee / account holder | $11,891 | $8,286+43.5% | $11,283+5.4% | $4,645+156.0% |