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 | $59,051 | $176,056-66.5% | $159,436-63.0% | $167,490-64.7% |
| Participation rate | 47.1% | 84.9%-37.9pp | 82.8%-35.8pp | 82.1%-35.0pp |
| Annual return | 9.18% | 331.75%-322.6pp | 263.57%-254.4pp | 478.56%-469.4pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,916 | $7,750-36.6% | $7,352-33.1% | $6,341-22.5% |
| Admin fee / account holder | $8,792 | $12,554-30.0% | $10,799-18.6% | $12,309-28.6% |