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 | $36,904 | $102,616-64.0% | $81,983-55.0% | $158,922-76.8% |
| Participation rate | 47.6% | 75.5%-27.9pp | 69.2%-21.6pp | 82.0%-34.3pp |
| Annual return | 3.44% | 61.04%-57.6pp | 41.31%-37.9pp | 302.83%-299.4pp |
| Employer contribution / active EE | $1,758 | $3,240-45.7% | $2,498-29.6% | $4,761-63.1% |
| Participant deferral / active EE | $2,263 | $4,648-51.3% | $3,722-39.2% | $5,982-62.2% |
| Admin fee / account holder | $6,209 | $8,235-24.6% | $5,664+9.6% | $11,246-44.8% |