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 | $19,223 | $96,635-80.1% | $86,612-77.8% | $139,434-86.2% |
| Participation rate | 41.2% | 74.4%-33.2pp | 71.7%-30.5pp | 80.3%-39.1pp |
| Annual return | 9.62% | 106.41%-96.8pp | 591.07%-581.4pp | 372.94%-363.3pp |
| Employer contribution / active EE | $529 | $3,263-83.8% | $3,022-82.5% | $4,751-88.9% |
| Participant deferral / active EE | $930 | $4,836-80.8% | $4,438-79.0% | $6,710-86.1% |
| Admin fee / account holder | $10,300 | $6,408+60.7% | $5,614+83.5% | $11,403-9.7% |