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 | $19,250 | $117,859-83.7% | $102,438-81.2% | $145,959-86.8% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 3.49% | 31.72%-28.2pp | 29.37%-25.9pp | 561.95%-558.5pp |
| Employer contribution / active EE | $2,370 | $3,615-34.4% | $3,024-21.6% | $4,661-49.1% |
| Participant deferral / active EE | $5,217 | $5,732-9.0% | $5,054+3.2% | $6,689-22.0% |
| Admin fee / account holder | $34,619 | $13,318+159.9% | $9,448+266.4% | $13,398+158.4% |