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 | $28,625 | $111,754-74.4% | $103,333-72.3% | $145,922-80.4% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.0pp |
| Annual return | 4.25% | 24.77%-20.5pp | 24.88%-20.6pp | 561.29%-557.0pp |
| Employer contribution / active EE | $1,775 | $4,212-57.9% | $3,868-54.1% | $4,660-61.9% |
| Participant deferral / active EE | $7,172 | $5,619+27.6% | $5,057+41.8% | $6,688+7.2% |
| Admin fee / account holder | $63,291 | $9,750+549.1% | $8,355+657.5% | $13,397+372.4% |