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 | $32,133 | $99,020-67.5% | $86,590-62.9% | $147,584-78.2% |
| Participation rate | 30.8% | 76.3%-45.6pp | 73.5%-42.8pp | 82.8%-52.1pp |
| Annual return | 5.96% | 1312.34%-1306.4pp | 964.84%-958.9pp | 578.55%-572.6pp |
| Employer contribution / active EE | $1,780 | $3,132-43.2% | $2,839-37.3% | $4,876-63.5% |
| Participant deferral / active EE | $4,706 | $3,972+18.5% | $3,609+30.4% | $5,439-13.5% |
| Admin fee / account holder | $1,309 | $5,710-77.1% | $4,906-73.3% | $10,885-88.0% |