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 | $14,849 | $100,852-85.3% | $90,404-83.6% | $158,922-90.7% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 4.74% | 1724.20%-1719.5pp | 1293.02%-1288.3pp | 302.83%-298.1pp |
| Employer contribution / active EE | $697 | $3,689-81.1% | $3,262-78.6% | $4,761-85.4% |
| Participant deferral / active EE | $1,722 | $4,348-60.4% | $3,963-56.6% | $5,982-71.2% |
| Admin fee / account holder | $2,312 | $6,501-64.4% | $5,611-58.8% | $11,246-79.4% |