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 | $39,601 | $96,635-59.0% | $86,612-54.3% | $139,434-71.6% |
| Participation rate | 63.6% | 74.4%-10.8pp | 71.7%-8.1pp | 80.3%-16.7pp |
| Annual return | 8.16% | 106.41%-98.3pp | 591.07%-582.9pp | 372.94%-364.8pp |
| Employer contribution / active EE | $614 | $3,263-81.2% | $3,022-79.7% | $4,751-87.1% |
| Participant deferral / active EE | $2,174 | $4,836-55.0% | $4,438-51.0% | $6,710-67.6% |
| Admin fee / account holder | $19,624 | $6,408+206.3% | $5,614+249.5% | $11,403+72.1% |