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 | $78,638 | $105,998-25.8% | $92,233-14.7% | $147,584-46.7% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 1.20% | 50.05%-48.9pp | 176.28%-175.1pp | 578.55%-577.4pp |
| Employer contribution / active EE | $1,108 | $4,333-74.4% | $3,679-69.9% | $4,876-77.3% |
| Participant deferral / active EE | $1,422 | $4,478-68.2% | $3,897-63.5% | $5,439-73.9% |
| Admin fee / account holder | $19,940 | $6,332+214.9% | $5,194+283.9% | $10,885+83.2% |