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 | $81,848 | $169,032-51.6% | $129,207-36.7% | $145,922-43.9% |
| Participation rate | 34.8% | 76.4%-41.7pp | 69.6%-34.8pp | 80.3%-45.5pp |
| Annual return | 3.52% | 14330.11%-14326.6pp | 9417.33%-9413.8pp | 561.29%-557.8pp |
| Employer contribution / active EE | $1,136 | $5,537-79.5% | $4,153-72.6% | $4,660-75.6% |
| Participant deferral / active EE | $3,649 | $4,987-26.8% | $4,168-12.5% | $6,688-45.4% |
| Admin fee / account holder | $23,211 | $9,954+133.2% | $7,715+200.9% | $13,397+73.3% |