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 | $32,585 | $60,124-45.8% | $90,404-64.0% | $79,858-59.2% |
| Participation rate | 29.7% | 65.0%-35.3pp | 72.7%-43.0pp | 69.6%-39.9pp |
| Annual return | 7.37% | 71.94%-64.6pp | 1293.02%-1285.6pp | 31.71%-24.3pp |
| Employer contribution / active EE | $386 | $2,068-81.3% | $3,262-88.2% | $2,471-84.4% |
| Participant deferral / active EE | $1,312 | $2,938-55.4% | $3,963-66.9% | $3,740-64.9% |
| Admin fee / account holder | $4,086 | $3,976+2.8% | $5,611-27.2% | $5,306-23.0% |