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 | $50,901 | $108,919-53.3% | $100,391-49.3% | $145,922-65.1% |
| Participation rate | 58.3% | 82.9%-24.6pp | 81.5%-23.1pp | 80.3%-21.9pp |
| Annual return | 9.06% | 57.88%-48.8pp | 49.20%-40.1pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,976 | $4,419-32.7% | $3,942-24.5% | $4,660-36.1% |
| Participant deferral / active EE | $5,194 | $8,445-38.5% | $8,082-35.7% | $6,688-22.3% |
| Admin fee / account holder | $225,614 | $9,689+2228.6% | $7,899+2756.2% | $13,397+1584.1% |