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 | $60,790 | $70,587-13.9% | $124,672-51.2% | $85,850-29.2% |
| Participation rate | 58.3% | 64.4%-6.1pp | 74.6%-16.3pp | 69.3%-11.0pp |
| Annual return | 10.60% | 20688.83%-20678.2pp | 5142.93%-5132.3pp | 318.53%-307.9pp |
| Employer contribution / active EE | $1,427 | $1,913-25.4% | $3,324-57.1% | $2,565-44.4% |
| Participant deferral / active EE | $4,180 | $2,969+40.8% | $4,614-9.4% | $3,952+5.8% |
| Admin fee / account holder | $1,340 | $5,282-74.6% | $7,493-82.1% | $6,260-78.6% |