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 | $15,441 | $109,817-85.9% | $98,442-84.3% | $167,490-90.8% |
| Participation rate | 42.9% | 75.8%-33.0pp | 73.3%-30.5pp | 82.1%-39.2pp |
| Annual return | 4.83% | 1956.69%-1951.9pp | 1492.73%-1487.9pp | 478.56%-473.7pp |
| Employer contribution / active EE | $1,333 | $3,224-58.7% | $2,960-55.0% | $4,837-72.4% |
| Participant deferral / active EE | $1,793 | $4,673-61.6% | $4,276-58.1% | $6,341-71.7% |
| Admin fee / account holder | $4,020 | $6,753-40.5% | $5,949-32.4% | $12,309-67.3% |