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 | $48,237 | $75,828-36.4% | $147,614-67.3% | $59,632-19.1% |
| Participation rate | 38.6% | 71.6%-33.0pp | 84.6%-46.0pp | 68.7%-30.1pp |
| Annual return | -3.79% | 0.37%-4.2pp | 61.98%-65.8pp | 2041.28%-2045.1pp |
| Employer contribution / active EE | $992 | $3,485-71.5% | $5,564-82.2% | $2,203-55.0% |
| Participant deferral / active EE | $3,025 | $3,130-3.4% | $4,895-38.2% | $3,192-5.2% |
| Admin fee / account holder | $4,172 | $5,985-30.3% | $11,611-64.1% | $4,297-2.9% |