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 | $39,132 | $100,852-61.2% | $90,404-56.7% | $158,922-75.4% |
| Participation rate | 30.4% | 75.0%-44.6pp | 72.7%-42.2pp | 82.0%-51.5pp |
| Annual return | 5.08% | 1724.20%-1719.1pp | 1293.02%-1287.9pp | 302.83%-297.7pp |
| Employer contribution / active EE | $1,015 | $3,689-72.5% | $3,262-68.9% | $4,761-78.7% |
| Participant deferral / active EE | $2,734 | $4,348-37.1% | $3,963-31.0% | $5,982-54.3% |
| Admin fee / account holder | $21,918 | $6,501+237.1% | $5,611+290.6% | $11,246+94.9% |