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 9-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 | $40,113 | $101,317-60.4% | $146,958-72.7% | $74,495-46.2% |
| Participation rate | 40.0% | 75.5%-35.5pp | 82.2%-42.2pp | 67.2%-27.2pp |
| Annual return | 12.72% | 8730.91%-8718.2pp | 418.34%-405.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,970 | $3,810-48.3% | $4,933-60.1% | $2,623-24.9% |
| Participant deferral / active EE | $4,333 | $7,303-40.7% | $8,070-46.3% | $4,346-0.3% |
| Admin fee / account holder | $17,225 | $1,739+890.6% | $12,998+32.5% | $1,942+787.1% |