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 | $51,523 | $176,056-70.7% | $159,436-67.7% | $167,490-69.2% |
| Participation rate | 69.2% | 84.9%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 4.48% | 331.75%-327.3pp | 263.57%-259.1pp | 478.56%-474.1pp |
| Employer contribution / active EE | $7,623 | $5,297+43.9% | $4,829+57.8% | $4,837+57.6% |
| Participant deferral / active EE | $7,406 | $7,750-4.4% | $7,352+0.7% | $6,341+16.8% |
| Admin fee / account holder | $36,060 | $12,554+187.2% | $10,799+233.9% | $12,309+193.0% |