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 | $63,598 | $70,587-9.9% | $124,672-49.0% | $85,850-25.9% |
| Participation rate | 62.5% | 64.4%-1.9pp | 74.6%-12.1pp | 69.3%-6.8pp |
| Annual return | 9.53% | 20688.83%-20679.3pp | 5142.93%-5133.4pp | 318.53%-309.0pp |
| Employer contribution / active EE | $950 | $1,913-50.4% | $3,324-71.4% | $2,565-63.0% |
| Participant deferral / active EE | $2,467 | $2,969-16.9% | $4,614-46.5% | $3,952-37.6% |
| Admin fee / account holder | $10,410 | $5,282+97.1% | $7,493+38.9% | $6,260+66.3% |