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 | $10,538 | $49,922-78.9% | $80,569-86.9% | $75,163-86.0% |
| Participation rate | 26.7% | 55.3%-28.6pp | 67.0%-40.3pp | 67.2%-40.5pp |
| Annual return | 9.76% | 34.69%-24.9pp | 935.43%-925.7pp | 160.62%-150.9pp |
| Employer contribution / active EE | $274 | $1,698-83.9% | $2,723-89.9% | $2,670-89.7% |
| Participant deferral / active EE | $829 | $2,990-72.3% | $4,447-81.4% | $4,125-79.9% |
| Admin fee / account holder | $1,856 | $3,577-48.1% | $5,377-65.5% | $5,651-67.1% |