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 | $65,030 | $88,751-26.7% | $81,812-20.5% | $145,922-55.4% |
| Participation rate | 42.1% | 75.0%-32.9pp | 72.3%-30.2pp | 80.3%-38.2pp |
| Annual return | 6.91% | 1025.40%-1018.5pp | 773.79%-766.9pp | 561.29%-554.4pp |
| Employer contribution / active EE | $857 | $3,083-72.2% | $2,912-70.6% | $4,660-81.6% |
| Participant deferral / active EE | $1,321 | $4,643-71.6% | $4,319-69.4% | $6,688-80.3% |
| Admin fee / account holder | $136,062 | $8,415+1516.8% | $7,386+1742.2% | $13,397+915.6% |