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 | $43,919 | $118,849-63.0% | $96,562-54.5% | $167,490-73.8% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.8%-44.8pp | 82.1%-57.1pp |
| Annual return | 1.92% | 50.49%-48.6pp | 37.78%-35.9pp | 478.56%-476.6pp |
| Employer contribution / active EE | $1,947 | $3,120-37.6% | $2,356-17.4% | $4,837-59.8% |
| Participant deferral / active EE | $6,190 | $4,616+34.1% | $3,849+60.8% | $6,341-2.4% |
| Admin fee / account holder | $1,522 | $8,065-81.1% | $6,181-75.4% | $12,309-87.6% |