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 | $44,212 | $70,587-37.4% | $124,672-64.5% | $85,850-48.5% |
| Participation rate | 55.7% | 64.4%-8.7pp | 74.6%-18.9pp | 69.3%-13.6pp |
| Annual return | 11.11% | 20688.83%-20677.7pp | 5142.93%-5131.8pp | 318.53%-307.4pp |
| Employer contribution / active EE | $1,008 | $1,913-47.3% | $3,324-69.7% | $2,565-60.7% |
| Participant deferral / active EE | $2,245 | $2,969-24.4% | $4,614-51.3% | $3,952-43.2% |
| Admin fee / account holder | $18,046 | $5,282+241.6% | $7,493+140.8% | $6,260+188.3% |