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 | $38,699 | $112,096-65.5% | $95,952-59.7% | $158,922-75.6% |
| Participation rate | 55.6% | 79.0%-23.4pp | 77.1%-21.5pp | 82.0%-26.4pp |
| Annual return | 5.92% | 171.09%-165.2pp | 91.61%-85.7pp | 302.83%-296.9pp |
| Employer contribution / active EE | $4,852 | $3,198+51.7% | $2,541+91.0% | $4,761+1.9% |
| Participant deferral / active EE | $8,260 | $4,784+72.7% | $4,167+98.2% | $5,982+38.1% |
| Admin fee / account holder | $12,116 | $10,130+19.6% | $6,795+78.3% | $11,246+7.7% |