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 | $47,607 | $65,561-27.4% | $86,188-44.8% | $75,163-36.7% |
| Participation rate | 35.7% | 60.5%-24.8pp | 69.0%-33.2pp | 67.2%-31.5pp |
| Annual return | 5.28% | 46.05%-40.8pp | 1168.45%-1163.2pp | 160.62%-155.3pp |
| Employer contribution / active EE | $691 | $1,553-55.5% | $2,380-71.0% | $2,670-74.1% |
| Participant deferral / active EE | $1,656 | $3,024-45.2% | $3,985-58.5% | $4,125-59.9% |
| Admin fee / account holder | $4,586 | $5,474-16.2% | $6,852-33.1% | $5,651-18.9% |