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 | $24,592 | $72,400-66.0% | $67,502-63.6% | $145,922-83.1% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 4.29% | 7182.46%-7178.2pp | 3512.12%-3507.8pp | 561.29%-557.0pp |
| Employer contribution / active EE | $2,286 | $3,069-25.5% | $2,731-16.3% | $4,660-50.9% |
| Participant deferral / active EE | $4,319 | $4,783-9.7% | $4,000+8.0% | $6,688-35.4% |
| Admin fee / account holder | $82,509 | $5,539+1389.7% | $3,998+1964.0% | $13,397+515.9% |