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 | $53,398 | $100,773-47.0% | $88,946-40.0% | $142,382-62.5% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 8.60% | 70.18%-61.6pp | 57.82%-49.2pp | 217.08%-208.5pp |
| Employer contribution / active EE | $6,278 | $2,918+115.2% | $2,555+145.7% | $4,299+46.0% |
| Participant deferral / active EE | $13,050 | $5,230+149.5% | $4,581+184.8% | $6,507+100.5% |
| Admin fee / account holder | $297,553 | $9,693+2969.8% | $8,261+3501.9% | $12,624+2257.1% |