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 | $39,955 | $100,773-60.4% | $88,946-55.1% | $142,382-71.9% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 7.33% | 70.18%-62.9pp | 57.82%-50.5pp | 217.08%-209.8pp |
| Employer contribution / active EE | $1,207 | $2,918-58.6% | $2,555-52.8% | $4,299-71.9% |
| Participant deferral / active EE | $4,699 | $5,230-10.2% | $4,581+2.6% | $6,507-27.8% |
| Admin fee / account holder | $91,984 | $9,693+849.0% | $8,261+1013.5% | $12,624+628.7% |