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 | $38,424 | $68,097-43.6% | $62,929-38.9% | $137,256-72.0% |
| Participation rate | 56.5% | 77.4%-20.9pp | 73.1%-16.6pp | 80.0%-23.4pp |
| Annual return | 9.20% | 1859.11%-1849.9pp | 1063.93%-1054.7pp | 220.34%-211.1pp |
| Employer contribution / active EE | $881 | $2,811-68.7% | $2,505-64.8% | $4,156-78.8% |
| Participant deferral / active EE | $2,930 | $4,553-35.7% | $3,888-24.7% | $6,407-54.3% |
| Admin fee / account holder | $111,885 | $6,521+1615.6% | $5,065+2109.2% | $12,270+811.8% |