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 | $28,588 | $150,440-81.0% | $136,294-79.0% | $147,584-80.6% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 10.01% | 1049.08%-1039.1pp | 5155.94%-5145.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $1,928 | $5,256-63.3% | $4,695-58.9% | $4,876-60.5% |
| Participant deferral / active EE | $3,841 | $6,630-42.1% | $6,247-38.5% | $5,439-29.4% |
| Admin fee / account holder | $2,584 | $10,905-76.3% | $9,243-72.1% | $10,885-76.3% |