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 | $20,767 | $107,334-80.7% | $92,893-77.6% | $152,861-86.4% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 8.52% | 145.58%-137.1pp | 109.41%-100.9pp | 345.32%-336.8pp |
| Employer contribution / active EE | $1,515 | $4,221-64.1% | $3,653-58.5% | $4,762-68.2% |
| Participant deferral / active EE | $7,000 | $4,845+44.5% | $4,236+65.2% | $5,850+19.7% |
| Admin fee / account holder | $301,508 | $7,079+4159.0% | $5,794+5103.9% | $11,596+2500.0% |