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 | $42,189 | $210,648-80.0% | $177,989-76.3% | $145,922-71.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 6.95% | 385.86%-378.9pp | 294.48%-287.5pp | 561.29%-554.3pp |
| Employer contribution / active EE | $1,841 | $4,565-59.7% | $3,949-53.4% | $4,660-60.5% |
| Participant deferral / active EE | $4,174 | $6,958-40.0% | $6,276-33.5% | $6,688-37.6% |
| Admin fee / account holder | $31,880 | $12,013+165.4% | $10,363+207.6% | $13,397+138.0% |